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 | $123,355 | $197,825-37.6% | $155,790-20.8% | $125,391-1.6% |
| Participation rate | 81.8% | 82.1%-0.3pp | 76.1%+5.7pp | 83.2%-1.4pp |
| Annual return | -0.45% | 86.74%-87.2pp | 71.54%-72.0pp | 282.22%-282.7pp |
| Employer contribution / active EE | $8,027 | $4,847+65.6% | $3,836+109.2% | $4,866+65.0% |
| Participant deferral / active EE | $10,928 | $5,630+94.1% | $4,797+127.8% | $5,352+104.2% |
| Admin fee / account holder | $6,232 | $9,545-34.7% | $7,478-16.7% | $9,540-34.7% |