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 | $145,881 | $138,065+5.7% | $123,544+18.1% | $135,375+7.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.76% | 153.68%-159.4pp | 119.20%-125.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,943 | $5,151-42.9% | $4,628-36.4% | $4,779-38.4% |
| Participant deferral / active EE | $10,691 | $6,799+57.2% | $6,426+66.4% | $5,609+90.6% |
| Admin fee / account holder | $1,809 | $10,916-83.4% | $9,284-80.5% | $10,827-83.3% |