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 | $126,374 | $138,044-8.5% | $125,339+0.8% | $134,475-6.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.42% | 750.33%-769.7pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,439 | $5,243-53.5% | $4,814-49.3% | $4,740-48.5% |
| Participant deferral / active EE | $10,423 | $7,799+33.6% | $7,446+40.0% | $6,400+62.9% |
| Admin fee / account holder | $3,659 | $11,571-68.4% | $10,010-63.4% | $11,426-68.0% |