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 | $131,470 | $138,065-4.8% | $123,544+6.4% | $135,375-2.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.54% | 153.68%-157.2pp | 119.20%-122.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $2,206 | $5,151-57.2% | $4,628-52.3% | $4,779-53.8% |
| Participant deferral / active EE | $8,719 | $6,799+28.2% | $6,426+35.7% | $5,609+55.4% |
| Admin fee / account holder | $10,907 | $10,916-0.1% | $9,284+17.5% | $10,827+0.7% |