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 | $91,805 | $138,044-33.5% | $125,339-26.8% | $134,475-31.7% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -17.96% | 750.33%-768.3pp | 572.05%-590.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $4,594 | $5,243-12.4% | $4,814-4.6% | $4,740-3.1% |
| Participant deferral / active EE | $4,114 | $7,799-47.2% | $7,446-44.7% | $6,400-35.7% |
| Admin fee / account holder | $4,806 | $11,571-58.5% | $10,010-52.0% | $11,426-57.9% |