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 | $112,936 | $138,044-18.2% | $125,339-9.9% | $134,475-16.0% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -12.68% | 750.33%-763.0pp | 572.05%-584.7pp | 417.96%-430.6pp |
| Employer contribution / active EE | $10,527 | $5,243+100.8% | $4,814+118.7% | $4,740+122.1% |
| Participant deferral / active EE | $9,877 | $7,799+26.6% | $7,446+32.6% | $6,400+54.3% |
| Admin fee / account holder | $527 | $11,571-95.4% | $10,010-94.7% | $11,426-95.4% |