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 | $107,358 | $138,044-22.2% | $125,339-14.3% | $134,475-20.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -8.97% | 750.33%-759.3pp | 572.05%-581.0pp | 417.96%-426.9pp |
| Employer contribution / active EE | $1,701 | $5,243-67.6% | $4,814-64.7% | $4,740-64.1% |
| Participant deferral / active EE | $16,474 | $7,799+111.2% | $7,446+121.2% | $6,400+157.4% |
| Admin fee / account holder | $1,046 | $11,571-91.0% | $10,010-89.6% | $11,426-90.8% |