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 | $122,434 | $135,635-9.7% | $110,238+11.1% | $135,375-9.6% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -6.10% | 513.19%-519.3pp | 314.74%-320.8pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,261 | $4,906-53.9% | $3,826-40.9% | $4,779-52.7% |
| Participant deferral / active EE | $8,434 | $5,506+53.2% | $4,672+80.5% | $5,609+50.4% |
| Admin fee / account holder | $2,583 | $11,457-77.5% | $8,547-69.8% | $10,827-76.1% |