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 | $115,046 | $138,065-16.7% | $123,544-6.9% | $135,375-15.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.72% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $5,791 | $5,151+12.4% | $4,628+25.1% | $4,779+21.2% |
| Participant deferral / active EE | $5,742 | $6,799-15.6% | $6,426-10.6% | $5,609+2.4% |
| Admin fee / account holder | $4,446 | $10,916-59.3% | $9,284-52.1% | $10,827-58.9% |