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 | $124,978 | $138,044-9.5% | $125,339-0.3% | $134,475-7.1% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.4pp | 81.2%-4.3pp |
| Annual return | -15.69% | 750.33%-766.0pp | 572.05%-587.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,231 | $5,243-76.5% | $4,814-74.4% | $4,740-74.0% |
| Participant deferral / active EE | $3,382 | $7,799-56.6% | $7,446-54.6% | $6,400-47.2% |
| Admin fee / account holder | $12,360 | $11,571+6.8% | $10,010+23.5% | $11,426+8.2% |