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 | $51,554 | $138,065-62.7% | $123,544-58.3% | $135,375-61.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.18% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,933 | $5,151-43.1% | $4,628-36.6% | $4,779-38.6% |
| Participant deferral / active EE | $4,517 | $6,799-33.6% | $6,426-29.7% | $5,609-19.5% |
| Admin fee / account holder | $1,467 | $10,916-86.6% | $9,284-84.2% | $10,827-86.5% |