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 | $134,337 | $106,543+26.1% | $91,220+47.3% | $134,475-0.1% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -4.55% | 160.60%-165.2pp | 114.01%-118.6pp | 417.96%-422.5pp |
| Employer contribution / active EE | $1,508 | $3,331-54.7% | $2,850-47.1% | $4,740-68.2% |
| Participant deferral / active EE | $1,925 | $4,719-59.2% | $4,234-54.5% | $6,400-69.9% |
| Admin fee / account holder | $81,097 | $6,231+1201.6% | $5,420+1396.3% | $11,426+609.8% |