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 | $38,446 | $197,825-80.6% | $155,790-75.3% | $125,391-69.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.16% | 86.74%-87.9pp | 71.54%-72.7pp | 282.22%-283.4pp |
| Employer contribution / active EE | $2,766 | $4,847-42.9% | $3,836-27.9% | $4,866-43.2% |
| Participant deferral / active EE | $1,384 | $5,630-75.4% | $4,797-71.1% | $5,352-74.1% |
| Admin fee / account holder | $20,186 | $9,545+111.5% | $7,478+170.0% | $9,540+111.6% |