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 | $92,188 | $138,044-33.2% | $125,339-26.4% | $134,475-31.4% |
| Participation rate | 85.0% | 84.5%+0.5pp | 82.4%+2.6pp | 81.2%+3.8pp |
| Annual return | -17.90% | 750.33%-768.2pp | 572.05%-590.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,957 | $5,243-62.7% | $4,814-59.3% | $4,740-58.7% |
| Participant deferral / active EE | $12,452 | $7,799+59.7% | $7,446+67.2% | $6,400+94.6% |
| Admin fee / account holder | $3,230 | $11,571-72.1% | $10,010-67.7% | $11,426-71.7% |