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 | $129,825 | $138,065-6.0% | $123,544+5.1% | $135,375-4.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.77% | 153.68%-157.5pp | 119.20%-123.0pp | 519.73%-523.5pp |
| Employer contribution / active EE | $8,138 | $5,151+58.0% | $4,628+75.9% | $4,779+70.3% |
| Participant deferral / active EE | $8,748 | $6,799+28.7% | $6,426+36.1% | $5,609+56.0% |
| Admin fee / account holder | $39,572 | $10,916+262.5% | $9,284+326.2% | $10,827+265.5% |