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 | $122,743 | $135,635-9.5% | $110,238+11.3% | $135,375-9.3% |
| Participation rate | 82.4% | 83.5%-1.1pp | 79.8%+2.5pp | 82.6%-0.3pp |
| Annual return | -7.34% | 513.19%-520.5pp | 314.74%-322.1pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,201 | $4,906-34.8% | $3,826-16.3% | $4,779-33.0% |
| Participant deferral / active EE | $2,316 | $5,506-57.9% | $4,672-50.4% | $5,609-58.7% |
| Admin fee / account holder | $501 | $11,457-95.6% | $8,547-94.1% | $10,827-95.4% |