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 | $123,231 | $138,065-10.7% | $123,544-0.3% | $135,375-9.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.15% | 153.68%-157.8pp | 119.20%-123.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $4,375 | $5,151-15.1% | $4,628-5.5% | $4,779-8.4% |
| Participant deferral / active EE | $9,924 | $6,799+46.0% | $6,426+54.4% | $5,609+76.9% |
| Admin fee / account holder | $112,616 | $10,916+931.7% | $9,284+1113.0% | $10,827+940.1% |