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 | $131,889 | $138,065-4.5% | $123,544+6.8% | $135,375-2.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.17% | 153.68%-162.9pp | 119.20%-128.4pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,029 | $5,151-60.6% | $4,628-56.2% | $4,779-57.5% |
| Participant deferral / active EE | $7,075 | $6,799+4.1% | $6,426+10.1% | $5,609+26.1% |
| Admin fee / account holder | $10,025 | $10,916-8.2% | $9,284+8.0% | $10,827-7.4% |