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 | $124,796 | $138,065-9.6% | $123,544+1.0% | $135,375-7.8% |
| Participation rate | 81.0% | 84.7%-3.8pp | 82.3%-1.3pp | 82.6%-1.7pp |
| Annual return | -8.82% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,205 | $5,151-76.6% | $4,628-74.0% | $4,779-74.8% |
| Participant deferral / active EE | $5,321 | $6,799-21.7% | $6,426-17.2% | $5,609-5.1% |
| Admin fee / account holder | $586 | $10,916-94.6% | $9,284-93.7% | $10,827-94.6% |