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 | $75,738 | $138,065-45.1% | $123,544-38.7% | $135,375-44.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.86% | 153.68%-160.5pp | 119.20%-126.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $6,350 | $5,151+23.3% | $4,628+37.2% | $4,779+32.9% |
| Participant deferral / active EE | $8,895 | $6,799+30.8% | $6,426+38.4% | $5,609+58.6% |
| Admin fee / account holder | $2,830 | $10,916-74.1% | $9,284-69.5% | $10,827-73.9% |