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 | $99,423 | $138,044-28.0% | $125,339-20.7% | $134,475-26.1% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -20.64% | 750.33%-771.0pp | 572.05%-592.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $3,020 | $5,243-42.4% | $4,814-37.3% | $4,740-36.3% |
| Participant deferral / active EE | $5,679 | $7,799-27.2% | $7,446-23.7% | $6,400-11.3% |
| Admin fee / account holder | $444 | $11,571-96.2% | $10,010-95.6% | $11,426-96.1% |