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 | $148,856 | $180,449-17.5% | $154,107-3.4% | $135,375+10.0% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -7.49% | 888.09%-895.6pp | 735.12%-742.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,478 | $6,035-58.9% | $5,298-53.2% | $4,779-48.1% |
| Participant deferral / active EE | $6,598 | $5,806+13.6% | $5,081+29.9% | $5,609+17.6% |
| Admin fee / account holder | $7,057 | $16,143-56.3% | $13,411-47.4% | $10,827-34.8% |