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 | $99,825 | $138,044-27.7% | $125,339-20.4% | $134,475-25.8% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -10.89% | 750.33%-761.2pp | 572.05%-582.9pp | 417.96%-428.9pp |
| Employer contribution / active EE | $1,443 | $5,243-72.5% | $4,814-70.0% | $4,740-69.5% |
| Participant deferral / active EE | $6,180 | $7,799-20.8% | $7,446-17.0% | $6,400-3.4% |
| Admin fee / account holder | $5,788 | $11,571-50.0% | $10,010-42.2% | $11,426-49.3% |