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 | $134,646 | $138,065-2.5% | $123,544+9.0% | $135,375-0.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.67% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,818 | $5,151-45.3% | $4,628-39.1% | $4,779-41.0% |
| Participant deferral / active EE | $8,941 | $6,799+31.5% | $6,426+39.1% | $5,609+59.4% |
| Admin fee / account holder | $436 | $10,916-96.0% | $9,284-95.3% | $10,827-96.0% |