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 | $100,533 | $97,757+2.8% | $83,848+19.9% | $135,375-25.7% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -6.47% | 1287.37%-1293.8pp | 850.88%-857.3pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,799 | $4,222-57.4% | $3,631-50.4% | $4,779-62.4% |
| Participant deferral / active EE | $4,070 | $4,682-13.1% | $4,082-0.3% | $5,609-27.4% |
| Admin fee / account holder | $753 | $6,674-88.7% | $5,478-86.2% | $10,827-93.0% |