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 | $134,586 | $138,065-2.5% | $123,544+8.9% | $135,375-0.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.03% | 153.68%-158.7pp | 119.20%-124.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,736 | $5,151-46.9% | $4,628-40.9% | $4,779-42.8% |
| Participant deferral / active EE | $10,019 | $6,799+47.4% | $6,426+55.9% | $5,609+78.6% |
| Admin fee / account holder | $16,215 | $10,916+48.5% | $9,284+74.7% | $10,827+49.8% |