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 | $123,384 | $138,065-10.6% | $123,544-0.1% | $135,375-8.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.65% | 153.68%-159.3pp | 119.20%-124.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,148 | $5,151-58.3% | $4,628-53.6% | $4,779-55.1% |
| Participant deferral / active EE | $2,728 | $6,799-59.9% | $6,426-57.5% | $5,609-51.4% |
| Admin fee / account holder | $1,027 | $10,916-90.6% | $9,284-88.9% | $10,827-90.5% |