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 | $120,690 | $160,055-24.6% | $140,016-13.8% | $135,375-10.8% |
| Participation rate | 91.3% | 88.5%+2.8pp | 87.5%+3.8pp | 82.6%+8.7pp |
| Annual return | -4.82% | 911.38%-916.2pp | 651.12%-655.9pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,618 | $6,420-74.8% | $5,606-71.1% | $4,779-66.1% |
| Participant deferral / active EE | $4,965 | $7,642-35.0% | $6,927-28.3% | $5,609-11.5% |
| Admin fee / account holder | $1,080 | $13,328-91.9% | $10,705-89.9% | $10,827-90.0% |