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 | $145,137 | $138,065+5.1% | $123,544+17.5% | $135,375+7.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.99% | 153.68%-156.7pp | 119.20%-122.2pp | 519.73%-522.7pp |
| Employer contribution / active EE | $4,671 | $5,151-9.3% | $4,628+0.9% | $4,779-2.3% |
| Participant deferral / active EE | $11,388 | $6,799+67.5% | $6,426+77.2% | $5,609+103.0% |
| Admin fee / account holder | $32,660 | $10,916+199.2% | $9,284+251.8% | $10,827+201.7% |