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 | $131,186 | $135,635-3.3% | $110,238+19.0% | $135,375-3.1% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.8%-2.0pp | 82.6%-4.9pp |
| Annual return | -5.60% | 513.19%-518.8pp | 314.74%-320.3pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,718 | $4,906-44.6% | $3,826-29.0% | $4,779-43.1% |
| Participant deferral / active EE | $6,429 | $5,506+16.8% | $4,672+37.6% | $5,609+14.6% |
| Admin fee / account holder | $51,679 | $11,457+351.1% | $8,547+504.6% | $10,827+377.3% |