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 | $114,607 | $138,044-17.0% | $125,339-8.6% | $134,475-14.8% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -15.64% | 750.33%-766.0pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,598 | $5,243-69.5% | $4,814-66.8% | $4,740-66.3% |
| Participant deferral / active EE | $11,681 | $7,799+49.8% | $7,446+56.9% | $6,400+82.5% |
| Admin fee / account holder | $8,348 | $11,571-27.9% | $10,010-16.6% | $11,426-26.9% |