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 | $99,737 | $135,635-26.5% | $110,238-9.5% | $135,375-26.3% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.8%+13.9pp | 82.6%+11.1pp |
| Annual return | -4.15% | 513.19%-517.3pp | 314.74%-318.9pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,804 | $4,906-42.8% | $3,826-26.7% | $4,779-41.3% |
| Participant deferral / active EE | $5,608 | $5,506+1.8% | $4,672+20.0% | $5,6090% |
| Admin fee / account holder | $25,600 | $11,457+123.4% | $8,547+199.5% | $10,827+136.4% |