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 | $130,244 | $138,044-5.7% | $125,339+3.9% | $134,475-3.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -10.71% | 750.33%-761.0pp | 572.05%-582.8pp | 417.96%-428.7pp |
| Employer contribution / active EE | $3,251 | $5,243-38.0% | $4,814-32.5% | $4,740-31.4% |
| Participant deferral / active EE | $9,659 | $7,799+23.9% | $7,446+29.7% | $6,400+50.9% |
| Admin fee / account holder | $98,953 | $11,571+755.2% | $10,010+888.6% | $11,426+766.0% |