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 | $71,816 | $138,065-48.0% | $123,544-41.9% | $135,375-47.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.44% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $13,481 | $5,151+161.7% | $4,628+191.3% | $4,779+182.1% |
| Participant deferral / active EE | $10,051 | $6,799+47.8% | $6,426+56.4% | $5,609+79.2% |
| Admin fee / account holder | $5,452 | $10,916-50.1% | $9,284-41.3% | $10,827-49.6% |