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 | $124,812 | $138,065-9.6% | $123,544+1.0% | $135,375-7.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.48% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,851 | $5,151-25.2% | $4,628-16.8% | $4,779-19.4% |
| Participant deferral / active EE | $11,152 | $6,799+64.0% | $6,426+73.6% | $5,609+98.8% |
| Admin fee / account holder | $417 | $10,916-96.2% | $9,284-95.5% | $10,827-96.1% |