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 | $104,607 | $138,065-24.2% | $123,544-15.3% | $135,375-22.7% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.87% | 153.68%-162.6pp | 119.20%-128.1pp | 519.73%-528.6pp |
| Employer contribution / active EE | $10,666 | $5,151+107.1% | $4,628+130.5% | $4,779+123.2% |
| Participant deferral / active EE | $7,787 | $6,799+14.5% | $6,426+21.2% | $5,609+38.8% |
| Admin fee / account holder | $11,541 | $10,916+5.7% | $9,284+24.3% | $10,827+6.6% |