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 | $136,816 | $180,449-24.2% | $154,107-11.2% | $135,375+1.1% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -8.07% | 888.09%-896.2pp | 735.12%-743.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $7,501 | $6,035+24.3% | $5,298+41.6% | $4,779+57.0% |
| Participant deferral / active EE | $7,242 | $5,806+24.7% | $5,081+42.5% | $5,609+29.1% |
| Admin fee / account holder | $4,385 | $16,143-72.8% | $13,411-67.3% | $10,827-59.5% |