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 8-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 | $120,024 | $138,044-13.1% | $125,339-4.2% | $134,475-10.7% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -14.85% | 750.33%-765.2pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,835 | $5,243-65.0% | $4,814-61.9% | $4,740-61.3% |
| Participant deferral / active EE | $6,291 | $7,799-19.3% | $7,446-15.5% | $6,400-1.7% |
| Admin fee / account holder | $3,011 | $11,571-74.0% | $10,010-69.9% | $11,426-73.6% |