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 | $113,957 | $138,044-17.4% | $125,339-9.1% | $134,475-15.3% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -15.73% | 750.33%-766.1pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,772 | $5,243-28.1% | $4,814-21.6% | $4,740-20.4% |
| Participant deferral / active EE | $9,829 | $7,799+26.0% | $7,446+32.0% | $6,400+53.6% |
| Admin fee / account holder | $618 | $11,571-94.7% | $10,010-93.8% | $11,426-94.6% |