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 | $139,777 | $152,509-8.3% | $117,472+19.0% | $134,475+3.9% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -12.72% | 52.99%-65.7pp | 29.74%-42.5pp | 417.96%-430.7pp |
| Employer contribution / active EE | $5,659 | $5,571+1.6% | $4,176+35.5% | $4,740+19.4% |
| Participant deferral / active EE | $9,722 | $4,818+101.8% | $4,070+138.9% | $6,400+51.9% |
| Admin fee / account holder | $1,096 | $7,004-84.4% | $5,645-80.6% | $11,426-90.4% |