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 | $139,826 | $190,805-26.7% | $159,960-12.6% | $134,475+4.0% |
| Participation rate | 88.9% | 81.9%+7.0pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -17.23% | 552.23%-569.5pp | 408.60%-425.8pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,681 | $4,995-66.3% | $4,226-60.2% | $4,740-64.5% |
| Participant deferral / active EE | $6,037 | $6,923-12.8% | $6,182-2.3% | $6,400-5.7% |
| Admin fee / account holder | $14,275 | $10,471+36.3% | $8,698+64.1% | $11,426+24.9% |