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 | $135,370 | $138,065-2.0% | $123,544+9.6% | $135,3750% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.44% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,711 | $5,151-66.8% | $4,628-63.0% | $4,779-64.2% |
| Participant deferral / active EE | $13,648 | $6,799+100.7% | $6,426+112.4% | $5,609+143.3% |
| Admin fee / account holder | $732 | $10,916-93.3% | $9,284-92.1% | $10,827-93.2% |