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 | $124,687 | $138,065-9.7% | $123,544+0.9% | $135,375-7.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.92% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $6,001 | $5,151+16.5% | $4,628+29.7% | $4,779+25.6% |
| Participant deferral / active EE | $7,182 | $6,799+5.6% | $6,426+11.8% | $5,609+28.0% |
| Admin fee / account holder | $623 | $10,916-94.3% | $9,284-93.3% | $10,827-94.2% |