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 | $92,320 | $138,044-33.1% | $125,339-26.3% | $134,475-31.3% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -19.27% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,928 | $5,243-44.2% | $4,814-39.2% | $4,740-38.2% |
| Participant deferral / active EE | $6,835 | $7,799-12.4% | $7,446-8.2% | $6,400+6.8% |
| Admin fee / account holder | $414 | $11,571-96.4% | $10,010-95.9% | $11,426-96.4% |