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 | $129,728 | $138,065-6.0% | $123,544+5.0% | $135,375-4.2% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -6.73% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $3,012 | $5,151-41.5% | $4,628-34.9% | $4,779-37.0% |
| Participant deferral / active EE | $10,926 | $6,799+60.7% | $6,426+70.0% | $5,609+94.8% |
| Admin fee / account holder | $718 | $10,916-93.4% | $9,284-92.3% | $10,827-93.4% |