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 | $118,969 | $138,044-13.8% | $125,339-5.1% | $134,475-11.5% |
| Participation rate | 84.2% | 84.5%-0.3pp | 82.4%+1.8pp | 81.2%+3.0pp |
| Annual return | -16.89% | 750.33%-767.2pp | 572.05%-588.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,967 | $5,243-24.3% | $4,814-17.6% | $4,740-16.3% |
| Participant deferral / active EE | $6,020 | $7,799-22.8% | $7,446-19.2% | $6,400-5.9% |
| Admin fee / account holder | $33,281 | $11,571+187.6% | $10,010+232.5% | $11,426+191.3% |