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 | $100,770 | $138,044-27.0% | $125,339-19.6% | $134,475-25.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -18.09% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,131 | $5,243-59.4% | $4,814-55.7% | $4,740-55.0% |
| Participant deferral / active EE | $5,205 | $7,799-33.3% | $7,446-30.1% | $6,400-18.7% |
| Admin fee / account holder | $5,770 | $11,571-50.1% | $10,010-42.4% | $11,426-49.5% |