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 | $134,104 | $138,065-2.9% | $123,544+8.5% | $135,375-0.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.53% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,581 | $5,151-30.5% | $4,628-22.6% | $4,779-25.1% |
| Participant deferral / active EE | $5,513 | $6,799-18.9% | $6,426-14.2% | $5,609-1.7% |
| Admin fee / account holder | $2,113 | $10,916-80.6% | $9,284-77.2% | $10,827-80.5% |