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 | $105,421 | $138,044-23.6% | $125,339-15.9% | $134,475-21.6% |
| Participation rate | 76.2% | 84.5%-8.3pp | 82.4%-6.2pp | 81.2%-5.0pp |
| Annual return | -16.62% | 750.33%-766.9pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $7,839 | $5,243+49.5% | $4,814+62.9% | $4,740+65.4% |
| Participant deferral / active EE | $3,038 | $7,799-61.0% | $7,446-59.2% | $6,400-52.5% |
| Admin fee / account holder | $4,683 | $11,571-59.5% | $10,010-53.2% | $11,426-59.0% |