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 | $115,847 | $160,055-27.6% | $140,016-17.3% | $135,375-14.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -8.66% | 911.38%-920.0pp | 651.12%-659.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,661 | $6,420-74.1% | $5,606-70.4% | $4,779-65.2% |
| Participant deferral / active EE | $6,502 | $7,642-14.9% | $6,927-6.1% | $5,609+15.9% |
| Admin fee / account holder | $862 | $13,328-93.5% | $10,705-91.9% | $10,827-92.0% |