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 | $91,782 | $97,757-6.1% | $83,848+9.5% | $135,375-32.2% |
| Participation rate | 84.6% | 80.0%+4.7pp | 76.1%+8.5pp | 82.6%+2.0pp |
| Annual return | -9.41% | 1287.37%-1296.8pp | 850.88%-860.3pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,765 | $4,222-58.2% | $3,631-51.4% | $4,779-63.1% |
| Participant deferral / active EE | $3,035 | $4,682-35.2% | $4,082-25.7% | $5,609-45.9% |
| Admin fee / account holder | $306 | $6,674-95.4% | $5,478-94.4% | $10,827-97.2% |