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 | $136,995 | $138,065-0.8% | $123,544+10.9% | $135,375+1.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.42% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,517 | $5,151-31.7% | $4,628-24.0% | $4,779-26.4% |
| Participant deferral / active EE | $8,677 | $6,799+27.6% | $6,426+35.0% | $5,609+54.7% |
| Admin fee / account holder | $3,153 | $10,916-71.1% | $9,284-66.0% | $10,827-70.9% |