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 | $100,504 | $138,044-27.2% | $125,339-19.8% | $134,475-25.3% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -16.67% | 750.33%-767.0pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,832 | $5,243-46.0% | $4,814-41.2% | $4,740-40.3% |
| Participant deferral / active EE | $9,034 | $7,799+15.8% | $7,446+21.3% | $6,400+41.2% |
| Admin fee / account holder | $14,937 | $11,571+29.1% | $10,010+49.2% | $11,426+30.7% |