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 | $59,266 | $138,065-57.1% | $123,544-52.0% | $135,375-56.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.56% | 153.68%-160.2pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,194 | $5,151-57.4% | $4,628-52.6% | $4,779-54.1% |
| Participant deferral / active EE | $2,275 | $6,799-66.5% | $6,426-64.6% | $5,609-59.4% |
| Admin fee / account holder | $20,283 | $10,916+85.8% | $9,284+118.5% | $10,827+87.3% |