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 | $108,061 | $190,805-43.4% | $159,960-32.4% | $134,475-19.6% |
| Participation rate | 93.3% | 81.9%+11.4pp | 78.0%+15.4pp | 81.2%+12.1pp |
| Annual return | -14.76% | 552.23%-567.0pp | 408.60%-423.4pp | 417.96%-432.7pp |
| Employer contribution / active EE | $3,942 | $4,995-21.1% | $4,226-6.7% | $4,740-16.8% |
| Participant deferral / active EE | $8,505 | $6,923+22.8% | $6,182+37.6% | $6,400+32.9% |
| Admin fee / account holder | $3,587 | $10,471-65.7% | $8,698-58.8% | $11,426-68.6% |