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 | $119,464 | $135,635-11.9% | $110,238+8.4% | $135,375-11.8% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.8%+4.8pp | 82.6%+2.0pp |
| Annual return | -6.78% | 513.19%-520.0pp | 314.74%-321.5pp | 519.73%-526.5pp |
| Employer contribution / active EE | $2,784 | $4,906-43.3% | $3,826-27.3% | $4,779-41.7% |
| Participant deferral / active EE | $5,567 | $5,506+1.1% | $4,672+19.2% | $5,609-0.7% |
| Admin fee / account holder | $26,381 | $11,457+130.3% | $8,547+208.7% | $10,827+143.7% |