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 | $113,385 | $138,044-17.9% | $125,339-9.5% | $134,475-15.7% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -10.74% | 750.33%-761.1pp | 572.05%-582.8pp | 417.96%-428.7pp |
| Employer contribution / active EE | $2,938 | $5,243-44.0% | $4,814-39.0% | $4,740-38.0% |
| Participant deferral / active EE | $8,048 | $7,799+3.2% | $7,446+8.1% | $6,400+25.8% |
| Admin fee / account holder | $25,291 | $11,571+118.6% | $10,010+152.7% | $11,426+121.3% |