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 | $137,644 | $138,044-0.3% | $125,339+9.8% | $134,475+2.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.16% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,829 | $5,243-27.0% | $4,814-20.4% | $4,740-19.2% |
| Participant deferral / active EE | $9,353 | $7,799+19.9% | $7,446+25.6% | $6,400+46.1% |
| Admin fee / account holder | $495 | $11,571-95.7% | $10,010-95.1% | $11,426-95.7% |