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 | $132,572 | $135,635-2.3% | $110,238+20.3% | $135,375-2.1% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -7.59% | 513.19%-520.8pp | 314.74%-322.3pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,270 | $4,906-53.7% | $3,826-40.7% | $4,779-52.5% |
| Participant deferral / active EE | $6,724 | $5,506+22.1% | $4,672+43.9% | $5,609+19.9% |
| Admin fee / account holder | $5,847 | $11,457-49.0% | $8,547-31.6% | $10,827-46.0% |