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 8-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 | $54,348 | $138,065-60.6% | $123,544-56.0% | $135,375-59.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.61% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,223 | $5,151-56.8% | $4,628-52.0% | $4,779-53.5% |
| Participant deferral / active EE | $3,481 | $6,799-48.8% | $6,426-45.8% | $5,609-37.9% |
| Admin fee / account holder | $11,085 | $10,916+1.6% | $9,284+19.4% | $10,827+2.4% |