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 | $129,585 | $138,044-6.1% | $125,339+3.4% | $134,475-3.6% |
| Participation rate | 82.6% | 84.5%-1.9pp | 82.4%+0.2pp | 81.2%+1.4pp |
| Annual return | -14.34% | 750.33%-764.7pp | 572.05%-586.4pp | 417.96%-432.3pp |
| Employer contribution / active EE | $4,334 | $5,243-17.3% | $4,814-10.0% | $4,740-8.6% |
| Participant deferral / active EE | $9,764 | $7,799+25.2% | $7,446+31.1% | $6,400+52.6% |
| Admin fee / account holder | $26,754 | $11,571+131.2% | $10,010+167.3% | $11,426+134.2% |