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 | $115,541 | $138,065-16.3% | $123,544-6.5% | $135,375-14.7% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -5.81% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $10,978 | $5,151+113.1% | $4,628+137.2% | $4,779+129.7% |
| Participant deferral / active EE | $7,088 | $6,799+4.2% | $6,426+10.3% | $5,609+26.4% |
| Admin fee / account holder | $43,978 | $10,916+302.9% | $9,284+373.7% | $10,827+306.2% |