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 | $123,662 | $138,065-10.4% | $123,544+0.1% | $135,375-8.7% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -2.97% | 153.68%-156.7pp | 119.20%-122.2pp | 519.73%-522.7pp |
| Employer contribution / active EE | $1,938 | $5,151-62.4% | $4,628-58.1% | $4,779-59.5% |
| Participant deferral / active EE | $9,402 | $6,799+38.3% | $6,426+46.3% | $5,609+67.6% |
| Admin fee / account holder | $13,920 | $10,916+27.5% | $9,284+49.9% | $10,827+28.6% |