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 | $131,785 | $160,055-17.7% | $140,016-5.9% | $135,375-2.7% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -6.70% | 911.38%-918.1pp | 651.12%-657.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $3,911 | $6,420-39.1% | $5,606-30.2% | $4,779-18.2% |
| Participant deferral / active EE | $9,313 | $7,642+21.9% | $6,927+34.4% | $5,609+66.0% |
| Admin fee / account holder | $3,171 | $13,328-76.2% | $10,705-70.4% | $10,827-70.7% |