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 | $106,462 | $138,044-22.9% | $125,339-15.1% | $134,475-20.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -16.40% | 750.33%-766.7pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,342 | $5,243-55.3% | $4,814-51.4% | $4,740-50.6% |
| Participant deferral / active EE | $7,602 | $7,799-2.5% | $7,446+2.1% | $6,400+18.8% |
| Admin fee / account holder | $702 | $11,571-93.9% | $10,010-93.0% | $11,426-93.9% |