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 | $122,494 | $138,044-11.3% | $125,339-2.3% | $134,475-8.9% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -15.95% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,570 | $5,243-31.9% | $4,814-25.8% | $4,740-24.7% |
| Participant deferral / active EE | $9,530 | $7,799+22.2% | $7,446+28.0% | $6,400+48.9% |
| Admin fee / account holder | $97,286 | $11,571+740.8% | $10,010+871.9% | $11,426+751.5% |