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 | $138,824 | $138,044+0.6% | $125,339+10.8% | $134,475+3.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.01% | 750.33%-767.3pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,976 | $5,243-43.2% | $4,814-38.2% | $4,740-37.2% |
| Participant deferral / active EE | $9,005 | $7,799+15.5% | $7,446+20.9% | $6,400+40.7% |
| Admin fee / account holder | $20,060 | $11,571+73.4% | $10,010+100.4% | $11,426+75.6% |