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 | $118,335 | $138,044-14.3% | $125,339-5.6% | $134,475-12.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -19.74% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,546 | $5,243-32.4% | $4,814-26.3% | $4,740-25.2% |
| Participant deferral / active EE | $6,818 | $7,799-12.6% | $7,446-8.4% | $6,400+6.5% |
| Admin fee / account holder | $5,689 | $11,571-50.8% | $10,010-43.2% | $11,426-50.2% |