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 | $107,818 | $138,044-21.9% | $125,339-14.0% | $134,475-19.8% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -20.38% | 750.33%-770.7pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $4,941 | $5,243-5.8% | $4,814+2.6% | $4,740+4.2% |
| Participant deferral / active EE | $11,646 | $7,799+49.3% | $7,446+56.4% | $6,400+82.0% |
| Admin fee / account holder | $1,752 | $11,571-84.9% | $10,010-82.5% | $11,426-84.7% |