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 | $105,782 | $138,044-23.4% | $125,339-15.6% | $134,475-21.3% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -10.86% | 750.33%-761.2pp | 572.05%-582.9pp | 417.96%-428.8pp |
| Employer contribution / active EE | $4,579 | $5,243-12.7% | $4,814-4.9% | $4,740-3.4% |
| Participant deferral / active EE | $4,974 | $7,799-36.2% | $7,446-33.2% | $6,400-22.3% |
| Admin fee / account holder | $680 | $11,571-94.1% | $10,010-93.2% | $11,426-94.0% |