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 | $135,644 | $138,065-1.8% | $123,544+9.8% | $135,375+0.2% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -7.29% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,290 | $5,151-75.0% | $4,628-72.1% | $4,779-73.0% |
| Participant deferral / active EE | $2,297 | $6,799-66.2% | $6,426-64.3% | $5,609-59.0% |
| Admin fee / account holder | $37,535 | $10,916+243.9% | $9,284+304.3% | $10,827+246.7% |