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 | $133,165 | $138,065-3.5% | $123,544+7.8% | $135,375-1.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.34% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $4,188 | $5,151-18.7% | $4,628-9.5% | $4,779-12.4% |
| Participant deferral / active EE | $7,794 | $6,799+14.6% | $6,426+21.3% | $5,609+39.0% |
| Admin fee / account holder | $11,009 | $10,916+0.9% | $9,284+18.6% | $10,827+1.7% |