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 | $101,935 | $92,703+10.0% | $82,719+23.2% | $134,475-24.2% |
| Participation rate | 72.2% | 75.2%-3.0pp | 72.6%-0.3pp | 81.2%-9.0pp |
| Annual return | -11.17% | 944.92%-956.1pp | 701.18%-712.3pp | 417.96%-429.1pp |
| Employer contribution / active EE | $769 | $3,274-76.5% | $3,009-74.4% | $4,740-83.8% |
| Participant deferral / active EE | $1,969 | $4,802-59.0% | $4,395-55.2% | $6,400-69.2% |
| Admin fee / account holder | $1,741 | $5,983-70.9% | $5,329-67.3% | $11,426-84.8% |