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 | $125,150 | $197,825-36.7% | $155,790-19.7% | $125,391-0.2% |
| Participation rate | 77.8% | 82.1%-4.3pp | 76.1%+1.7pp | 83.2%-5.4pp |
| Annual return | -2.09% | 86.74%-88.8pp | 71.54%-73.6pp | 282.22%-284.3pp |
| Employer contribution / active EE | $3,350 | $4,847-30.9% | $3,836-12.7% | $4,866-31.2% |
| Participant deferral / active EE | $9,825 | $5,630+74.5% | $4,797+104.8% | $5,352+83.6% |
| Admin fee / account holder | $1,043 | $9,545-89.1% | $7,478-86.1% | $9,540-89.1% |