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 | $47,264 | $138,065-65.8% | $123,544-61.7% | $135,375-65.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.17% | 153.68%-154.9pp | 119.20%-120.4pp | 519.73%-520.9pp |
| Employer contribution / active EE | $2,573 | $5,151-50.0% | $4,628-44.4% | $4,779-46.2% |
| Participant deferral / active EE | $5,219 | $6,799-23.2% | $6,426-18.8% | $5,609-7.0% |
| Admin fee / account holder | $120,094 | $10,916+1000.2% | $9,284+1193.6% | $10,827+1009.2% |