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 | $130,250 | $138,065-5.7% | $123,544+5.4% | $135,375-3.8% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -2.82% | 153.68%-156.5pp | 119.20%-122.0pp | 519.73%-522.6pp |
| Employer contribution / active EE | $2,325 | $5,151-54.9% | $4,628-49.8% | $4,779-51.3% |
| Participant deferral / active EE | $6,076 | $6,799-10.6% | $6,426-5.4% | $5,609+8.3% |
| Admin fee / account holder | $5,885 | $10,916-46.1% | $9,284-36.6% | $10,827-45.6% |