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 | $125,413 | $135,635-7.5% | $110,238+13.8% | $135,375-7.4% |
| Participation rate | 84.2% | 83.5%+0.8pp | 79.8%+4.4pp | 82.6%+1.6pp |
| Annual return | -5.14% | 513.19%-518.3pp | 314.74%-319.9pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,608 | $4,906-67.2% | $3,826-58.0% | $4,779-66.4% |
| Participant deferral / active EE | $4,175 | $5,506-24.2% | $4,672-10.6% | $5,609-25.6% |
| Admin fee / account holder | $14,516 | $11,457+26.7% | $8,547+69.8% | $10,827+34.1% |