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 | $126,366 | $138,065-8.5% | $123,544+2.3% | $135,375-6.7% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -8.55% | 153.68%-162.2pp | 119.20%-127.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $4,650 | $5,151-9.7% | $4,628+0.5% | $4,779-2.7% |
| Participant deferral / active EE | $10,833 | $6,799+59.3% | $6,426+68.6% | $5,609+93.1% |
| Admin fee / account holder | $5,407 | $10,916-50.5% | $9,284-41.8% | $10,827-50.1% |