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 | $117,492 | $138,065-14.9% | $123,544-4.9% | $135,375-13.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.66% | 153.68%-160.3pp | 119.20%-125.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,822 | $5,151-45.2% | $4,628-39.0% | $4,779-41.0% |
| Participant deferral / active EE | $5,845 | $6,799-14.0% | $6,426-9.0% | $5,609+4.2% |
| Admin fee / account holder | $922 | $10,916-91.6% | $9,284-90.1% | $10,827-91.5% |