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 | $130,182 | $138,065-5.7% | $123,544+5.4% | $135,375-3.8% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -6.06% | 153.68%-159.7pp | 119.20%-125.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,611 | $5,151-68.7% | $4,628-65.2% | $4,779-66.3% |
| Participant deferral / active EE | $6,891 | $6,799+1.3% | $6,426+7.2% | $5,609+22.9% |
| Admin fee / account holder | $8,624 | $10,916-21.0% | $9,284-7.1% | $10,827-20.4% |