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 | $39,608 | $168,632-76.5% | $147,614-73.2% | $125,391-68.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.64% | 77.65%-79.3pp | 61.98%-63.6pp | 282.22%-283.9pp |
| Employer contribution / active EE | $5,842 | $6,252-6.6% | $5,564+5.0% | $4,866+20.1% |
| Participant deferral / active EE | $7,138 | $5,507+29.6% | $4,895+45.8% | $5,352+33.4% |
| Admin fee / account holder | $488 | $13,580-96.4% | $11,611-95.8% | $9,540-94.9% |