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 | $138,357 | $190,805-27.5% | $159,960-13.5% | $134,475+2.9% |
| Participation rate | 72.2% | 81.9%-9.7pp | 78.0%-5.7pp | 81.2%-9.0pp |
| Annual return | -16.47% | 552.23%-568.7pp | 408.60%-425.1pp | 417.96%-434.4pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,461 | $6,923-21.1% | $6,182-11.7% | $6,400-14.7% |
| Admin fee / account holder | $19,287 | $10,471+84.2% | $8,698+121.7% | $11,426+68.8% |