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 | $146,559 | $138,065+6.2% | $123,544+18.6% | $135,375+8.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.66% | 153.68%-158.3pp | 119.20%-123.9pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,015 | $5,151-80.3% | $4,628-78.1% | $4,779-78.8% |
| Participant deferral / active EE | $7,233 | $6,799+6.4% | $6,426+12.6% | $5,609+29.0% |
| Admin fee / account holder | $7,402 | $10,916-32.2% | $9,284-20.3% | $10,827-31.6% |