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 | $124,076 | $138,065-10.1% | $123,544+0.4% | $135,375-8.3% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -9.05% | 153.68%-162.7pp | 119.20%-128.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $3,345 | $5,151-35.1% | $4,628-27.7% | $4,779-30.0% |
| Participant deferral / active EE | $7,926 | $6,799+16.6% | $6,426+23.4% | $5,609+41.3% |
| Admin fee / account holder | $884 | $10,916-91.9% | $9,284-90.5% | $10,827-91.8% |