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 | $136,423 | $138,044-1.2% | $125,339+8.8% | $134,475+1.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.76% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $9,213 | $5,243+75.7% | $4,814+91.4% | $4,740+94.4% |
| Participant deferral / active EE | $5,192 | $7,799-33.4% | $7,446-30.3% | $6,400-18.9% |
| Admin fee / account holder | $1,740 | $11,571-85.0% | $10,010-82.6% | $11,426-84.8% |