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 | $116,462 | $138,065-15.6% | $123,544-5.7% | $135,375-14.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.05% | 153.68%-157.7pp | 119.20%-123.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $2,799 | $5,151-45.7% | $4,628-39.5% | $4,779-41.4% |
| Participant deferral / active EE | $7,208 | $6,799+6.0% | $6,426+12.2% | $5,609+28.5% |
| Admin fee / account holder | $4,959 | $10,916-54.6% | $9,284-46.6% | $10,827-54.2% |