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 | $135,487 | $138,044-1.9% | $125,339+8.1% | $134,475+0.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -12.63% | 750.33%-763.0pp | 572.05%-584.7pp | 417.96%-430.6pp |
| Employer contribution / active EE | $2,808 | $5,243-46.4% | $4,814-41.7% | $4,740-40.8% |
| Participant deferral / active EE | $5,400 | $7,799-30.8% | $7,446-27.5% | $6,400-15.6% |
| Admin fee / account holder | $6,868 | $11,571-40.6% | $10,010-31.4% | $11,426-39.9% |