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 | $114,491 | $138,065-17.1% | $123,544-7.3% | $135,375-15.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.18% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $3,991 | $5,151-22.5% | $4,628-13.8% | $4,779-16.5% |
| Participant deferral / active EE | $8,844 | $6,799+30.1% | $6,426+37.6% | $5,609+57.7% |
| Admin fee / account holder | $733 | $10,916-93.3% | $9,284-92.1% | $10,827-93.2% |