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 | $111,680 | $138,044-19.1% | $125,339-10.9% | $134,475-17.0% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -11.58% | 750.33%-761.9pp | 572.05%-583.6pp | 417.96%-429.5pp |
| Employer contribution / active EE | $11,247 | $5,243+114.5% | $4,814+133.7% | $4,740+137.3% |
| Participant deferral / active EE | $7,089 | $7,799-9.1% | $7,446-4.8% | $6,400+10.8% |
| Admin fee / account holder | $768 | $11,571-93.4% | $10,010-92.3% | $11,426-93.3% |