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 | $141,190 | $138,065+2.3% | $123,544+14.3% | $135,375+4.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.19% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $5,002 | $5,151-2.9% | $4,628+8.1% | $4,779+4.7% |
| Participant deferral / active EE | $7,271 | $6,799+6.9% | $6,426+13.2% | $5,609+29.6% |
| Admin fee / account holder | $5,676 | $10,916-48.0% | $9,284-38.9% | $10,827-47.6% |