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 | $132,653 | $138,065-3.9% | $123,544+7.4% | $135,375-2.0% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -6.25% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,698 | $5,151-47.6% | $4,628-41.7% | $4,779-43.5% |
| Participant deferral / active EE | $8,357 | $6,799+22.9% | $6,426+30.1% | $5,609+49.0% |
| Admin fee / account holder | $16,264 | $10,916+49.0% | $9,284+75.2% | $10,827+50.2% |