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 | $64,001 | $138,065-53.6% | $123,544-48.2% | $135,375-52.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.70% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,355 | $5,151-54.3% | $4,628-49.1% | $4,779-50.7% |
| Participant deferral / active EE | $3,048 | $6,799-55.2% | $6,426-52.6% | $5,609-45.7% |
| Admin fee / account holder | $10,157 | $10,916-7.0% | $9,284+9.4% | $10,827-6.2% |