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 | $92,146 | $160,055-42.4% | $140,016-34.2% | $135,375-31.9% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.5%+7.2pp | 82.6%+12.1pp |
| Annual return | -7.06% | 911.38%-918.4pp | 651.12%-658.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $5,397 | $6,420-15.9% | $5,606-3.7% | $4,779+12.9% |
| Participant deferral / active EE | $10,061 | $7,642+31.7% | $6,927+45.2% | $5,609+79.4% |
| Admin fee / account holder | $2,166 | $13,328-83.7% | $10,705-79.8% | $10,827-80.0% |