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 | $133,356 | $138,065-3.4% | $123,544+7.9% | $135,375-1.5% |
| Participation rate | 95.0% | 84.7%+10.3pp | 82.3%+12.7pp | 82.6%+12.4pp |
| Annual return | -5.91% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $4,237 | $5,151-17.8% | $4,628-8.4% | $4,779-11.3% |
| Participant deferral / active EE | $7,198 | $6,799+5.9% | $6,426+12.0% | $5,609+28.3% |
| Admin fee / account holder | $992 | $10,916-90.9% | $9,284-89.3% | $10,827-90.8% |