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 | $132,886 | $160,055-17.0% | $140,016-5.1% | $135,375-1.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -8.23% | 911.38%-919.6pp | 651.12%-659.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $3,065 | $6,420-52.3% | $5,606-45.3% | $4,779-35.9% |
| Participant deferral / active EE | $7,457 | $7,642-2.4% | $6,927+7.6% | $5,609+32.9% |
| Admin fee / account holder | $2,842 | $13,328-78.7% | $10,705-73.5% | $10,827-73.7% |