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 | $124,399 | $138,065-9.9% | $123,544+0.7% | $135,375-8.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.06% | 153.68%-155.7pp | 119.20%-121.3pp | 519.73%-521.8pp |
| Employer contribution / active EE | $3,333 | $5,151-35.3% | $4,628-28.0% | $4,779-30.2% |
| Participant deferral / active EE | $6,351 | $6,799-6.6% | $6,426-1.2% | $5,609+13.2% |
| Admin fee / account holder | $8,396 | $10,916-23.1% | $9,284-9.6% | $10,827-22.5% |