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 | $125,590 | $138,065-9.0% | $123,544+1.7% | $135,375-7.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.90% | 153.68%-155.6pp | 119.20%-121.1pp | 519.73%-521.6pp |
| Employer contribution / active EE | $4,091 | $5,151-20.6% | $4,628-11.6% | $4,779-14.4% |
| Participant deferral / active EE | $12,476 | $6,799+83.5% | $6,426+94.2% | $5,609+122.4% |
| Admin fee / account holder | $7,028 | $10,916-35.6% | $9,284-24.3% | $10,827-35.1% |