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 | $89,403 | $138,065-35.2% | $123,544-27.6% | $135,375-34.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.60% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $5,476 | $5,151+6.3% | $4,628+18.3% | $4,779+14.6% |
| Participant deferral / active EE | $19,005 | $6,799+179.5% | $6,426+195.8% | $5,609+238.8% |
| Admin fee / account holder | $5,144 | $10,916-52.9% | $9,284-44.6% | $10,827-52.5% |