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 | $125,663 | $138,065-9.0% | $123,544+1.7% | $135,375-7.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.38% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $12,390 | $5,151+140.5% | $4,628+167.7% | $4,779+159.3% |
| Participant deferral / active EE | $10,321 | $6,799+51.8% | $6,426+60.6% | $5,609+84.0% |
| Admin fee / account holder | $2,963 | $10,916-72.9% | $9,284-68.1% | $10,827-72.6% |