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 | $130,823 | $138,065-5.2% | $123,544+5.9% | $135,375-3.4% |
| Participation rate | 78.9% | 84.7%-5.8pp | 82.3%-3.3pp | 82.6%-3.7pp |
| Annual return | -6.72% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $5,253 | $5,151+2.0% | $4,628+13.5% | $4,779+9.9% |
| Participant deferral / active EE | $9,473 | $6,799+39.3% | $6,426+47.4% | $5,609+68.9% |
| Admin fee / account holder | $2,369 | $10,916-78.3% | $9,284-74.5% | $10,827-78.1% |