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 | $132,191 | $160,055-17.4% | $140,016-5.6% | $135,375-2.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.19% | 911.38%-915.6pp | 651.12%-655.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $6,492 | $6,420+1.1% | $5,606+15.8% | $4,779+35.8% |
| Participant deferral / active EE | $10,261 | $7,642+34.3% | $6,927+48.1% | $5,609+82.9% |
| Admin fee / account holder | $13,249 | $13,328-0.6% | $10,705+23.8% | $10,827+22.4% |