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 | $130,299 | $138,044-5.6% | $125,339+4.0% | $134,475-3.1% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -20.18% | 750.33%-770.5pp | 572.05%-592.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $15,495 | $5,243+195.5% | $4,814+221.9% | $4,740+226.9% |
| Participant deferral / active EE | $8,490 | $7,799+8.9% | $7,446+14.0% | $6,400+32.7% |
| Admin fee / account holder | $685 | $11,571-94.1% | $10,010-93.2% | $11,426-94.0% |