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 | $45,102 | $138,065-67.3% | $123,544-63.5% | $135,375-66.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.12% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $4,289 | $5,151-16.7% | $4,628-7.3% | $4,779-10.3% |
| Participant deferral / active EE | $6,390 | $6,799-6.0% | $6,426-0.5% | $5,609+13.9% |
| Admin fee / account holder | $9,255 | $10,916-15.2% | $9,284-0.3% | $10,827-14.5% |