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 | $130,013 | $138,065-5.8% | $123,544+5.2% | $135,375-4.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.19% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $13,386 | $5,151+159.9% | $4,628+189.3% | $4,779+180.1% |
| Participant deferral / active EE | $8,083 | $6,799+18.9% | $6,426+25.8% | $5,609+44.1% |
| Admin fee / account holder | $2,777 | $10,916-74.6% | $9,284-70.1% | $10,827-74.4% |