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 | $122,032 | $190,805-36.0% | $159,960-23.7% | $134,475-9.3% |
| Participation rate | 85.7% | 81.9%+3.8pp | 78.0%+7.8pp | 81.2%+4.5pp |
| Annual return | -17.35% | 552.23%-569.6pp | 408.60%-426.0pp | 417.96%-435.3pp |
| Employer contribution / active EE | $4,707 | $4,995-5.8% | $4,226+11.4% | $4,740-0.7% |
| Participant deferral / active EE | $10,045 | $6,923+45.1% | $6,182+62.5% | $6,400+57.0% |
| Admin fee / account holder | $57,308 | $10,471+447.3% | $8,698+558.9% | $11,426+401.6% |