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 | $93,942 | $138,044-31.9% | $125,339-25.0% | $134,475-30.1% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -17.91% | 750.33%-768.2pp | 572.05%-590.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,751 | $5,243-47.5% | $4,814-42.9% | $4,740-42.0% |
| Participant deferral / active EE | $8,130 | $7,799+4.2% | $7,446+9.2% | $6,400+27.0% |
| Admin fee / account holder | $459 | $11,571-96.0% | $10,010-95.4% | $11,426-96.0% |