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 | $135,700 | $138,065-1.7% | $123,544+9.8% | $135,375+0.2% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -7.61% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,496 | $5,151-32.1% | $4,628-24.4% | $4,779-26.8% |
| Participant deferral / active EE | $6,397 | $6,799-5.9% | $6,426-0.5% | $5,609+14.0% |
| Admin fee / account holder | $3,350 | $10,916-69.3% | $9,284-63.9% | $10,827-69.1% |