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 | $134,819 | $92,703+45.4% | $82,719+63.0% | $134,475+0.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -12.31% | 944.92%-957.2pp | 701.18%-713.5pp | 417.96%-430.3pp |
| Employer contribution / active EE | $2,716 | $3,274-17.0% | $3,009-9.7% | $4,740-42.7% |
| Participant deferral / active EE | $8,624 | $4,802+79.6% | $4,395+96.2% | $6,400+34.8% |
| Admin fee / account holder | $675 | $5,983-88.7% | $5,329-87.3% | $11,426-94.1% |