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 9-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 | $112,501 | $138,065-18.5% | $123,544-8.9% | $135,375-16.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.14% | 153.68%-162.8pp | 119.20%-128.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $3,531 | $5,151-31.5% | $4,628-23.7% | $4,779-26.1% |
| Participant deferral / active EE | $8,122 | $6,799+19.4% | $6,426+26.4% | $5,609+44.8% |
| Admin fee / account holder | $9,691 | $10,916-11.2% | $9,284+4.4% | $10,827-10.5% |