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 | $127,614 | $138,065-7.6% | $123,544+3.3% | $135,375-5.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.86% | 153.68%-159.5pp | 119.20%-125.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,500 | $5,151-51.5% | $4,628-46.0% | $4,779-47.7% |
| Participant deferral / active EE | $5,571 | $6,799-18.1% | $6,426-13.3% | $5,609-0.7% |
| Admin fee / account holder | $1,888 | $10,916-82.7% | $9,284-79.7% | $10,827-82.6% |