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 | $130,013 | $165,984-21.7% | $164,813-21.1% | $145,922-10.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 11.49% | 100.03%-88.5pp | 69.93%-58.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $4,045 | $5,273-23.3% | $4,341-6.8% | $4,660-13.2% |
| Participant deferral / active EE | $5,680 | $6,959-18.4% | $6,031-5.8% | $6,688-15.1% |
| Admin fee / account holder | $104,179 | $16,648+525.8% | $12,690+721.0% | $13,397+677.6% |