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 | $115,816 | $138,065-16.1% | $123,544-6.3% | $135,375-14.4% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | -1.41% | 153.68%-155.1pp | 119.20%-120.6pp | 519.73%-521.1pp |
| Employer contribution / active EE | $1,685 | $5,151-67.3% | $4,628-63.6% | $4,779-64.7% |
| Participant deferral / active EE | $8,211 | $6,799+20.8% | $6,426+27.8% | $5,609+46.4% |
| Admin fee / account holder | $1,356 | $10,916-87.6% | $9,284-85.4% | $10,827-87.5% |