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 | $98,955 | $138,044-28.3% | $125,339-21.0% | $134,475-26.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.15% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,346 | $5,243-36.2% | $4,814-30.5% | $4,740-29.4% |
| Participant deferral / active EE | $9,445 | $7,799+21.1% | $7,446+26.8% | $6,400+47.6% |
| Admin fee / account holder | $655 | $11,571-94.3% | $10,010-93.5% | $11,426-94.3% |