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 | $136,231 | $138,065-1.3% | $123,544+10.3% | $135,375+0.6% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -3.79% | 153.68%-157.5pp | 119.20%-123.0pp | 519.73%-523.5pp |
| Employer contribution / active EE | $3,832 | $5,151-25.6% | $4,628-17.2% | $4,779-19.8% |
| Participant deferral / active EE | $9,714 | $6,799+42.9% | $6,426+51.2% | $5,609+73.2% |
| Admin fee / account holder | $1,800 | $10,916-83.5% | $9,284-80.6% | $10,827-83.4% |