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 | $123,890 | $138,044-10.3% | $125,339-1.2% | $134,475-7.9% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -15.46% | 750.33%-765.8pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,522 | $5,243-51.9% | $4,814-47.6% | $4,740-46.8% |
| Participant deferral / active EE | $7,283 | $7,799-6.6% | $7,446-2.2% | $6,400+13.8% |
| Admin fee / account holder | $14,468 | $11,571+25.0% | $10,010+44.5% | $11,426+26.6% |