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 | $131,573 | $138,044-4.7% | $125,339+5.0% | $134,475-2.2% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -16.04% | 750.33%-766.4pp | 572.05%-588.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,446 | $5,243-72.4% | $4,814-70.0% | $4,740-69.5% |
| Participant deferral / active EE | $6,407 | $7,799-17.8% | $7,446-14.0% | $6,400+0.1% |
| Admin fee / account holder | $12,834 | $11,571+10.9% | $10,010+28.2% | $11,426+12.3% |