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 | $129,841 | $97,757+32.8% | $83,848+54.9% | $135,375-4.1% |
| Participation rate | 73.9% | 80.0%-6.0pp | 76.1%-2.2pp | 82.6%-8.7pp |
| Annual return | -5.39% | 1287.37%-1292.8pp | 850.88%-856.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,389 | $4,682-70.3% | $4,082-66.0% | $5,609-75.2% |
| Admin fee / account holder | $2,079 | $6,674-68.8% | $5,478-62.0% | $10,827-80.8% |