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 | $99,138 | $190,805-48.0% | $159,960-38.0% | $134,475-26.3% |
| Participation rate | 90.9% | 81.9%+9.0pp | 78.0%+13.0pp | 81.2%+9.7pp |
| Annual return | -17.82% | 552.23%-570.1pp | 408.60%-426.4pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,875 | $4,995-22.4% | $4,226-8.3% | $4,740-18.2% |
| Participant deferral / active EE | $8,991 | $6,923+29.9% | $6,182+45.4% | $6,400+40.5% |
| Admin fee / account holder | $28,338 | $10,471+170.6% | $8,698+225.8% | $11,426+148.0% |