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 | $91,227 | $138,065-33.9% | $123,544-26.2% | $135,375-32.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.39% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,918 | $5,151-43.4% | $4,628-36.9% | $4,779-38.9% |
| Participant deferral / active EE | $9,384 | $6,799+38.0% | $6,426+46.0% | $5,609+67.3% |
| Admin fee / account holder | $7,549 | $10,916-30.8% | $9,284-18.7% | $10,827-30.3% |