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 | $71,420 | $197,825-63.9% | $155,790-54.2% | $125,391-43.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.53% | 86.74%-89.3pp | 71.54%-74.1pp | 282.22%-284.8pp |
| Employer contribution / active EE | $11,560 | $4,847+138.5% | $3,836+201.3% | $4,866+137.6% |
| Participant deferral / active EE | $10,405 | $5,630+84.8% | $4,797+116.9% | $5,352+94.4% |
| Admin fee / account holder | $1,501 | $9,545-84.3% | $7,478-79.9% | $9,540-84.3% |