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 | $106,335 | $190,805-44.3% | $159,960-33.5% | $134,475-20.9% |
| Participation rate | 90.5% | 81.9%+8.5pp | 78.0%+12.5pp | 81.2%+9.3pp |
| Annual return | -13.47% | 552.23%-565.7pp | 408.60%-422.1pp | 417.96%-431.4pp |
| Employer contribution / active EE | $3,276 | $4,995-34.4% | $4,226-22.5% | $4,740-30.9% |
| Participant deferral / active EE | $9,076 | $6,923+31.1% | $6,182+46.8% | $6,400+41.8% |
| Admin fee / account holder | $15,468 | $10,471+47.7% | $8,698+77.8% | $11,426+35.4% |