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 | $88,408 | $138,044-36.0% | $125,339-29.5% | $134,475-34.3% |
| Participation rate | 76.2% | 84.5%-8.3pp | 82.4%-6.2pp | 81.2%-5.0pp |
| Annual return | -15.00% | 750.33%-765.3pp | 572.05%-587.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,405 | $5,243-54.1% | $4,814-50.0% | $4,740-49.3% |
| Participant deferral / active EE | $5,595 | $7,799-28.3% | $7,446-24.9% | $6,400-12.6% |
| Admin fee / account holder | $27,019 | $11,571+133.5% | $10,010+169.9% | $11,426+136.5% |