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 | $124,976 | $138,065-9.5% | $123,544+1.2% | $135,375-7.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.91% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $3,108 | $5,151-39.7% | $4,628-32.8% | $4,779-35.0% |
| Participant deferral / active EE | $8,174 | $6,799+20.2% | $6,426+27.2% | $5,609+45.7% |
| Admin fee / account holder | $6,325 | $10,916-42.1% | $9,284-31.9% | $10,827-41.6% |