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 8-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 | $134,623 | $138,044-2.5% | $125,339+7.4% | $134,475+0.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.73% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,643 | $5,243-49.6% | $4,814-45.1% | $4,740-44.2% |
| Participant deferral / active EE | $7,817 | $7,799+0.2% | $7,446+5.0% | $6,400+22.1% |
| Admin fee / account holder | $1,013 | $11,571-91.2% | $10,010-89.9% | $11,426-91.1% |