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 | $130,611 | $138,044-5.4% | $125,339+4.2% | $134,475-2.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -16.29% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,184 | $5,243-58.4% | $4,814-54.6% | $4,740-53.9% |
| Participant deferral / active EE | $10,184 | $7,799+30.6% | $7,446+36.8% | $6,400+59.1% |
| Admin fee / account holder | $364 | $11,571-96.9% | $10,010-96.4% | $11,426-96.8% |