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 | $137,070 | $138,065-0.7% | $123,544+10.9% | $135,375+1.3% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -5.66% | 153.68%-159.3pp | 119.20%-124.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,531 | $5,151-70.3% | $4,628-66.9% | $4,779-68.0% |
| Participant deferral / active EE | $8,629 | $6,799+26.9% | $6,426+34.3% | $5,609+53.9% |
| Admin fee / account holder | $494 | $10,916-95.5% | $9,284-94.7% | $10,827-95.4% |