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 | $106,040 | $97,757+8.5% | $83,848+26.5% | $135,375-21.7% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -8.63% | 1287.37%-1296.0pp | 850.88%-859.5pp | 519.73%-528.4pp |
| Employer contribution / active EE | $14,842 | $4,222+251.6% | $3,631+308.8% | $4,779+210.6% |
| Participant deferral / active EE | $9,324 | $4,682+99.1% | $4,082+128.4% | $5,609+66.2% |
| Admin fee / account holder | $1,978 | $6,674-70.4% | $5,478-63.9% | $10,827-81.7% |