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 | $132,938 | $138,065-3.7% | $123,544+7.6% | $135,375-1.8% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | 0.54% | 153.68%-153.1pp | 119.20%-118.7pp | 519.73%-519.2pp |
| Employer contribution / active EE | $6,518 | $5,151+26.5% | $4,628+40.8% | $4,779+36.4% |
| Participant deferral / active EE | $6,578 | $6,799-3.3% | $6,426+2.4% | $5,609+17.3% |
| Admin fee / account holder | $1,213 | $10,916-88.9% | $9,284-86.9% | $10,827-88.8% |