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 | $113,196 | $138,044-18.0% | $125,339-9.7% | $134,475-15.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -16.34% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,891 | $5,243-44.9% | $4,814-39.9% | $4,740-39.0% |
| Participant deferral / active EE | $7,530 | $7,799-3.5% | $7,446+1.1% | $6,400+17.7% |
| Admin fee / account holder | $17,918 | $11,571+54.9% | $10,010+79.0% | $11,426+56.8% |