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 | $123,504 | $135,635-8.9% | $110,238+12.0% | $135,375-8.8% |
| Participation rate | 87.0% | 83.5%+3.5pp | 79.8%+7.1pp | 82.6%+4.3pp |
| Annual return | -4.81% | 513.19%-518.0pp | 314.74%-319.6pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,440 | $4,906-50.3% | $3,826-36.2% | $4,779-48.9% |
| Participant deferral / active EE | $5,720 | $5,506+3.9% | $4,672+22.4% | $5,609+2.0% |
| Admin fee / account holder | $1,228 | $11,457-89.3% | $8,547-85.6% | $10,827-88.7% |