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 | $133,444 | $138,065-3.3% | $123,544+8.0% | $135,375-1.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.15% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $13,588 | $5,151+163.8% | $4,628+193.6% | $4,779+184.3% |
| Participant deferral / active EE | $8,340 | $6,799+22.7% | $6,426+29.8% | $5,609+48.7% |
| Admin fee / account holder | $11,869 | $10,916+8.7% | $9,284+27.8% | $10,827+9.6% |