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 | $133,374 | $133,958-0.4% | $112,228+18.8% | $134,475-0.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -19.33% | 47.11%-66.4pp | 27.45%-46.8pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,380 | $4,038-41.1% | $3,635-34.5% | $4,740-49.8% |
| Participant deferral / active EE | $5,668 | $5,291+7.1% | $4,728+19.9% | $6,400-11.4% |
| Admin fee / account holder | $3,845 | $7,489-48.7% | $6,410-40.0% | $11,426-66.4% |