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 | $112,213 | $138,044-18.7% | $125,339-10.5% | $134,475-16.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.54% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,800 | $5,243-46.6% | $4,814-41.8% | $4,740-40.9% |
| Participant deferral / active EE | $6,467 | $7,799-17.1% | $7,446-13.2% | $6,400+1.1% |
| Admin fee / account holder | $11,555 | $11,571-0.1% | $10,010+15.4% | $11,426+1.1% |