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 | $122,950 | $138,044-10.9% | $125,339-1.9% | $134,475-8.6% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -14.74% | 750.33%-765.1pp | 572.05%-586.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $3,670 | $5,243-30.0% | $4,814-23.7% | $4,740-22.6% |
| Participant deferral / active EE | $8,859 | $7,799+13.6% | $7,446+19.0% | $6,400+38.4% |
| Admin fee / account holder | $23,834 | $11,571+106.0% | $10,010+138.1% | $11,426+108.6% |