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 9-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 | $129,114 | $138,044-6.5% | $125,339+3.0% | $134,475-4.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -20.27% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,501 | $5,243-52.3% | $4,814-48.0% | $4,740-47.2% |
| Participant deferral / active EE | $10,818 | $7,799+38.7% | $7,446+45.3% | $6,400+69.0% |
| Admin fee / account holder | $10,325 | $11,571-10.8% | $10,010+3.2% | $11,426-9.6% |