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 | $45,753 | $197,825-76.9% | $155,790-70.6% | $125,391-63.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.97% | 86.74%-89.7pp | 71.54%-74.5pp | 282.22%-285.2pp |
| Employer contribution / active EE | $2,702 | $4,847-44.2% | $3,836-29.6% | $4,866-44.5% |
| Participant deferral / active EE | $5,348 | $5,630-5.0% | $4,797+11.5% | $5,352-0.1% |
| Admin fee / account holder | $1,039 | $9,545-89.1% | $7,478-86.1% | $9,540-89.1% |