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 | $129,408 | $138,044-6.3% | $125,339+3.2% | $134,475-3.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.29% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,301 | $5,243-37.0% | $4,814-31.4% | $4,740-30.4% |
| Participant deferral / active EE | $9,095 | $7,799+16.6% | $7,446+22.1% | $6,400+42.1% |
| Admin fee / account holder | $2,142 | $11,571-81.5% | $10,010-78.6% | $11,426-81.3% |