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 | $111,568 | $138,044-19.2% | $125,339-11.0% | $134,475-17.0% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -17.35% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $13,802 | $5,243+163.2% | $4,814+186.7% | $4,740+191.2% |
| Participant deferral / active EE | $7,859 | $7,799+0.8% | $7,446+5.5% | $6,400+22.8% |
| Admin fee / account holder | $8,825 | $11,571-23.7% | $10,010-11.8% | $11,426-22.8% |