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 | $148,361 | $138,065+7.5% | $123,544+20.1% | $135,375+9.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.37% | 153.68%-154.1pp | 119.20%-119.6pp | 519.73%-520.1pp |
| Employer contribution / active EE | $2,852 | $5,151-44.6% | $4,628-38.4% | $4,779-40.3% |
| Participant deferral / active EE | $8,822 | $6,799+29.8% | $6,426+37.3% | $5,609+57.3% |
| Admin fee / account holder | $7,275 | $10,916-33.4% | $9,284-21.6% | $10,827-32.8% |