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 | $96,900 | $138,065-29.8% | $123,544-21.6% | $135,375-28.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.15% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $3,220 | $5,151-37.5% | $4,628-30.4% | $4,779-32.6% |
| Participant deferral / active EE | $6,995 | $6,799+2.9% | $6,426+8.9% | $5,609+24.7% |
| Admin fee / account holder | $14,581 | $10,916+33.6% | $9,284+57.1% | $10,827+34.7% |