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 | $64,323 | $138,065-53.4% | $123,544-47.9% | $135,375-52.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.37% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $3,088 | $5,151-40.1% | $4,628-33.3% | $4,779-35.4% |
| Participant deferral / active EE | $6,615 | $6,799-2.7% | $6,426+2.9% | $5,609+17.9% |
| Admin fee / account holder | $2,485 | $10,916-77.2% | $9,284-73.2% | $10,827-77.0% |