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 | $135,130 | $135,635-0.4% | $110,238+22.6% | $135,375-0.2% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -6.19% | 513.19%-519.4pp | 314.74%-320.9pp | 519.73%-525.9pp |
| Employer contribution / active EE | $3,633 | $4,906-26.0% | $3,826-5.1% | $4,779-24.0% |
| Participant deferral / active EE | $7,723 | $5,506+40.3% | $4,672+65.3% | $5,609+37.7% |
| Admin fee / account holder | $588 | $11,457-94.9% | $8,547-93.1% | $10,827-94.6% |