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 | $133,201 | $133,958-0.6% | $112,228+18.7% | $134,475-0.9% |
| Participation rate | 76.5% | 78.6%-2.1pp | 75.1%+1.4pp | 81.2%-4.8pp |
| Annual return | -12.73% | 47.11%-59.8pp | 27.45%-40.2pp | 417.96%-430.7pp |
| Employer contribution / active EE | $873 | $4,038-78.4% | $3,635-76.0% | $4,740-81.6% |
| Participant deferral / active EE | $4,947 | $5,291-6.5% | $4,728+4.6% | $6,400-22.7% |
| Admin fee / account holder | $23,133 | $7,489+208.9% | $6,410+260.9% | $11,426+102.5% |