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 | $128,842 | $135,635-5.0% | $110,238+16.9% | $135,375-4.8% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -8.34% | 513.19%-521.5pp | 314.74%-323.1pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,684 | $4,906-65.7% | $3,826-56.0% | $4,779-64.8% |
| Participant deferral / active EE | $3,065 | $5,506-44.3% | $4,672-34.4% | $5,609-45.3% |
| Admin fee / account holder | $379 | $11,457-96.7% | $8,547-95.6% | $10,827-96.5% |