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 | $135,790 | $138,065-1.6% | $123,544+9.9% | $135,375+0.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.07% | 153.68%-156.8pp | 119.20%-122.3pp | 519.73%-522.8pp |
| Employer contribution / active EE | $7,365 | $5,151+43.0% | $4,628+59.1% | $4,779+54.1% |
| Participant deferral / active EE | $17,833 | $6,799+162.3% | $6,426+177.5% | $5,609+218.0% |
| Admin fee / account holder | $17,506 | $10,916+60.4% | $9,284+88.6% | $10,827+61.7% |