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 | $128,709 | $138,065-6.8% | $123,544+4.2% | $135,375-4.9% |
| Participation rate | 78.9% | 84.7%-5.8pp | 82.3%-3.3pp | 82.6%-3.7pp |
| Annual return | -2.96% | 153.68%-156.6pp | 119.20%-122.2pp | 519.73%-522.7pp |
| Employer contribution / active EE | $2,087 | $5,151-59.5% | $4,628-54.9% | $4,779-56.3% |
| Participant deferral / active EE | $6,389 | $6,799-6.0% | $6,426-0.6% | $5,609+13.9% |
| Admin fee / account holder | $45,171 | $10,916+313.8% | $9,284+386.6% | $10,827+317.2% |