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 | $141,401 | $190,805-25.9% | $159,960-11.6% | $134,475+5.2% |
| Participation rate | 94.1% | 81.9%+12.2pp | 78.0%+16.2pp | 81.2%+12.9pp |
| Annual return | -15.70% | 552.23%-567.9pp | 408.60%-424.3pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,666 | $4,995-46.6% | $4,226-36.9% | $4,740-43.7% |
| Participant deferral / active EE | $7,554 | $6,923+9.1% | $6,182+22.2% | $6,400+18.0% |
| Admin fee / account holder | $55,246 | $10,471+427.6% | $8,698+535.2% | $11,426+383.5% |