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 | $129,385 | $138,044-6.3% | $125,339+3.2% | $134,475-3.8% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -16.50% | 750.33%-766.8pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $11,704 | $5,243+123.2% | $4,814+143.2% | $4,740+146.9% |
| Participant deferral / active EE | $8,449 | $7,799+8.3% | $7,446+13.5% | $6,400+32.0% |
| Admin fee / account holder | $3,515 | $11,571-69.6% | $10,010-64.9% | $11,426-69.2% |