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 | $66,517 | $138,065-51.8% | $123,544-46.2% | $135,375-50.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.77% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $3,829 | $5,151-25.7% | $4,628-17.3% | $4,779-19.9% |
| Participant deferral / active EE | $6,099 | $6,799-10.3% | $6,426-5.1% | $5,609+8.7% |
| Admin fee / account holder | $3,872 | $10,916-64.5% | $9,284-58.3% | $10,827-64.2% |