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 | $73,480 | $138,065-46.8% | $123,544-40.5% | $135,375-45.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.47% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,160 | $5,151-38.7% | $4,628-31.7% | $4,779-33.9% |
| Participant deferral / active EE | $8,309 | $6,799+22.2% | $6,426+29.3% | $5,609+48.2% |
| Admin fee / account holder | $8,911 | $10,916-18.4% | $9,284-4.0% | $10,827-17.7% |