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 | $79,886 | $197,825-59.6% | $155,790-48.7% | $125,391-36.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.03% | 86.74%-86.7pp | 71.54%-71.5pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,240 | $4,847-53.8% | $3,836-41.6% | $4,866-54.0% |
| Participant deferral / active EE | $5,270 | $5,630-6.4% | $4,797+9.9% | $5,352-1.5% |
| Admin fee / account holder | $22,147 | $9,545+132.0% | $7,478+196.2% | $9,540+132.1% |