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 | $119,818 | $138,065-13.2% | $123,544-3.0% | $135,375-11.5% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -7.91% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,998 | $5,151-61.2% | $4,628-56.8% | $4,779-58.2% |
| Participant deferral / active EE | $6,189 | $6,799-9.0% | $6,426-3.7% | $5,609+10.3% |
| Admin fee / account holder | $11,167 | $10,916+2.3% | $9,284+20.3% | $10,827+3.1% |