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 | $135,524 | $138,044-1.8% | $125,339+8.1% | $134,475+0.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.49% | 750.33%-769.8pp | 572.05%-591.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $4,195 | $5,243-20.0% | $4,814-12.9% | $4,740-11.5% |
| Participant deferral / active EE | $7,495 | $7,799-3.9% | $7,446+0.7% | $6,400+17.1% |
| Admin fee / account holder | $4,357 | $11,571-62.4% | $10,010-56.5% | $11,426-61.9% |