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 | $132,245 | $138,044-4.2% | $125,339+5.5% | $134,475-1.7% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -19.02% | 750.33%-769.3pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,938 | $5,243-24.9% | $4,814-18.2% | $4,740-16.9% |
| Participant deferral / active EE | $7,324 | $7,799-6.1% | $7,446-1.6% | $6,400+14.4% |
| Admin fee / account holder | $1,537 | $11,571-86.7% | $10,010-84.6% | $11,426-86.5% |