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 | $115,078 | $138,065-16.6% | $123,544-6.9% | $135,375-15.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.20% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $933 | $5,151-81.9% | $4,628-79.8% | $4,779-80.5% |
| Participant deferral / active EE | $12,273 | $6,799+80.5% | $6,426+91.0% | $5,609+118.8% |
| Admin fee / account holder | $23,394 | $10,916+114.3% | $9,284+152.0% | $10,827+116.1% |