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 | $114,355 | $135,635-15.7% | $110,238+3.7% | $135,375-15.5% |
| Participation rate | 90.5% | 83.5%+7.0pp | 79.8%+10.7pp | 82.6%+7.8pp |
| Annual return | -3.44% | 513.19%-516.6pp | 314.74%-318.2pp | 519.73%-523.2pp |
| Employer contribution / active EE | $2,316 | $4,906-52.8% | $3,826-39.5% | $4,779-51.5% |
| Participant deferral / active EE | $3,045 | $5,506-44.7% | $4,672-34.8% | $5,609-45.7% |
| Admin fee / account holder | $16,068 | $11,457+40.2% | $8,547+88.0% | $10,827+48.4% |