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 | $107,599 | $138,044-22.1% | $125,339-14.2% | $134,475-20.0% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -15.93% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,424 | $5,243-34.7% | $4,814-28.9% | $4,740-27.8% |
| Participant deferral / active EE | $10,024 | $7,799+28.5% | $7,446+34.6% | $6,400+56.6% |
| Admin fee / account holder | $848 | $11,571-92.7% | $10,010-91.5% | $11,426-92.6% |