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 | $116,941 | $138,044-15.3% | $125,339-6.7% | $134,475-13.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -15.92% | 750.33%-766.2pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,339 | $5,243-55.4% | $4,814-51.4% | $4,740-50.7% |
| Participant deferral / active EE | $7,187 | $7,799-7.8% | $7,446-3.5% | $6,400+12.3% |
| Admin fee / account holder | $24,945 | $11,571+115.6% | $10,010+149.2% | $11,426+118.3% |