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 | $129,086 | $133,958-3.6% | $112,228+15.0% | $134,475-4.0% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -15.58% | 47.11%-62.7pp | 27.45%-43.0pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,320 | $4,038-42.6% | $3,635-36.2% | $4,740-51.1% |
| Participant deferral / active EE | $3,750 | $5,291-29.1% | $4,728-20.7% | $6,400-41.4% |
| Admin fee / account holder | $11,063 | $7,489+47.7% | $6,410+72.6% | $11,426-3.2% |