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 | $87,598 | $138,065-36.6% | $123,544-29.1% | $135,375-35.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.11% | 153.68%-162.8pp | 119.20%-128.3pp | 519.73%-528.8pp |
| Employer contribution / active EE | $3,632 | $5,151-29.5% | $4,628-21.5% | $4,779-24.0% |
| Participant deferral / active EE | $6,260 | $6,799-7.9% | $6,426-2.6% | $5,609+11.6% |
| Admin fee / account holder | $5,058 | $10,916-53.7% | $9,284-45.5% | $10,827-53.3% |