See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,233 | $197,825-66.0% | $155,790-56.8% | $125,391-46.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -3.34% | 86.74%-90.1pp | 71.54%-74.9pp | 282.22%-285.6pp |
| Employer contribution / active EE | $1,310 | $4,847-73.0% | $3,836-65.8% | $4,866-73.1% |
| Participant deferral / active EE | $3,801 | $5,630-32.5% | $4,797-20.8% | $5,352-29.0% |
| Admin fee / account holder | $512 | $9,545-94.6% | $7,478-93.1% | $9,540-94.6% |