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 | $95,851 | $135,635-29.3% | $110,238-13.1% | $135,375-29.2% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -8.12% | 513.19%-521.3pp | 314.74%-322.9pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,758 | $4,906-64.2% | $3,826-54.1% | $4,779-63.2% |
| Participant deferral / active EE | $10,756 | $5,506+95.3% | $4,672+130.2% | $5,609+91.8% |
| Admin fee / account holder | $593 | $11,457-94.8% | $8,547-93.1% | $10,827-94.5% |