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 | $119,267 | $138,044-13.6% | $125,339-4.8% | $134,475-11.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.76% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,566 | $5,243-70.1% | $4,814-67.5% | $4,740-67.0% |
| Participant deferral / active EE | $3,784 | $7,799-51.5% | $7,446-49.2% | $6,400-40.9% |
| Admin fee / account holder | $2,521 | $11,571-78.2% | $10,010-74.8% | $11,426-77.9% |