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 | $128,851 | $135,635-5.0% | $110,238+16.9% | $135,375-4.8% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -6.70% | 513.19%-519.9pp | 314.74%-321.4pp | 519.73%-526.4pp |
| Employer contribution / active EE | $4,381 | $4,906-10.7% | $3,826+14.5% | $4,779-8.3% |
| Participant deferral / active EE | $8,452 | $5,506+53.5% | $4,672+80.9% | $5,609+50.7% |
| Admin fee / account holder | $7,965 | $11,457-30.5% | $8,547-6.8% | $10,827-26.4% |