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 | $131,151 | $147,727-11.2% | $115,756+13.3% | $134,475-2.5% |
| Participation rate | 81.8% | 80.4%+1.4pp | 77.1%+4.7pp | 81.2%+0.6pp |
| Annual return | -17.34% | 73.96%-91.3pp | 143.14%-160.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,933 | $4,713-37.8% | $3,793-22.7% | $4,740-38.1% |
| Participant deferral / active EE | $8,286 | $7,563+9.6% | $6,254+32.5% | $6,400+29.5% |
| Admin fee / account holder | $4,865 | $14,571-66.6% | $8,124-40.1% | $11,426-57.4% |