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 | $135,679 | $138,065-1.7% | $123,544+9.8% | $135,375+0.2% |
| Participation rate | 77.3% | 84.7%-7.5pp | 82.3%-5.0pp | 82.6%-5.4pp |
| Annual return | -6.34% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $3,115 | $5,151-39.5% | $4,628-32.7% | $4,779-34.8% |
| Participant deferral / active EE | $8,816 | $6,799+29.7% | $6,426+37.2% | $5,609+57.2% |
| Admin fee / account holder | $10,274 | $10,916-5.9% | $9,284+10.7% | $10,827-5.1% |