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 | $144,461 | $138,065+4.6% | $123,544+16.9% | $135,375+6.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.99% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $3,545 | $5,151-31.2% | $4,628-23.4% | $4,779-25.8% |
| Participant deferral / active EE | $6,996 | $6,799+2.9% | $6,426+8.9% | $5,609+24.7% |
| Admin fee / account holder | $13,902 | $10,916+27.4% | $9,284+49.7% | $10,827+28.4% |