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 | $102,536 | $138,044-25.7% | $125,339-18.2% | $134,475-23.8% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -19.58% | 750.33%-769.9pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,552 | $5,243-51.3% | $4,814-47.0% | $4,740-46.1% |
| Participant deferral / active EE | $8,032 | $7,799+3.0% | $7,446+7.9% | $6,400+25.5% |
| Admin fee / account holder | $11,743 | $11,571+1.5% | $10,010+17.3% | $11,426+2.8% |