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 | $74,433 | $135,635-45.1% | $110,238-32.5% | $135,375-45.0% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | -7.67% | 513.19%-520.9pp | 314.74%-322.4pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,093 | $4,906-57.3% | $3,826-45.3% | $4,779-56.2% |
| Participant deferral / active EE | $11,528 | $5,506+109.4% | $4,672+146.8% | $5,609+105.5% |
| Admin fee / account holder | $5,931 | $11,457-48.2% | $8,547-30.6% | $10,827-45.2% |