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 | $141,581 | $138,065+2.5% | $123,544+14.6% | $135,375+4.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -7.72% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,552 | $5,151-69.9% | $4,628-66.5% | $4,779-67.5% |
| Participant deferral / active EE | $2,423 | $6,799-64.4% | $6,426-62.3% | $5,609-56.8% |
| Admin fee / account holder | $1,950 | $10,916-82.1% | $9,284-79.0% | $10,827-82.0% |