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 | $107,387 | $138,065-22.2% | $123,544-13.1% | $135,375-20.7% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -6.88% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,903 | $5,151-43.7% | $4,628-37.3% | $4,779-39.3% |
| Participant deferral / active EE | $6,804 | $6,799+0.1% | $6,426+5.9% | $5,609+21.3% |
| Admin fee / account holder | $796 | $10,916-92.7% | $9,284-91.4% | $10,827-92.7% |