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 | $129,338 | $138,044-6.3% | $125,339+3.2% | $134,475-3.8% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.4pp | 81.2%-4.3pp |
| Annual return | -15.21% | 750.33%-765.5pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,861 | $5,243-64.5% | $4,814-61.3% | $4,740-60.7% |
| Participant deferral / active EE | $5,039 | $7,799-35.4% | $7,446-32.3% | $6,400-21.3% |
| Admin fee / account holder | $9,111 | $11,571-21.3% | $10,010-9.0% | $11,426-20.3% |