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 | $140,764 | $138,065+2.0% | $123,544+13.9% | $135,375+4.0% |
| Participation rate | 73.9% | 84.7%-10.8pp | 82.3%-8.4pp | 82.6%-8.7pp |
| Annual return | -6.03% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,024 | $5,151-60.7% | $4,628-56.3% | $4,779-57.7% |
| Participant deferral / active EE | $9,291 | $6,799+36.6% | $6,426+44.6% | $5,609+65.6% |
| Admin fee / account holder | $4,313 | $10,916-60.5% | $9,284-53.5% | $10,827-60.2% |