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 | $116,023 | $138,065-16.0% | $123,544-6.1% | $135,375-14.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.18% | 153.68%-156.9pp | 119.20%-122.4pp | 519.73%-522.9pp |
| Employer contribution / active EE | $3,033 | $5,151-41.1% | $4,628-34.5% | $4,779-36.5% |
| Participant deferral / active EE | $8,763 | $6,799+28.9% | $6,426+36.4% | $5,609+56.2% |
| Admin fee / account holder | $7,519 | $10,916-31.1% | $9,284-19.0% | $10,827-30.6% |