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 | $110,605 | $138,044-19.9% | $125,339-11.8% | $134,475-17.8% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -11.68% | 750.33%-762.0pp | 572.05%-583.7pp | 417.96%-429.6pp |
| Employer contribution / active EE | $9,821 | $5,243+87.3% | $4,814+104.0% | $4,740+107.2% |
| Participant deferral / active EE | $8,594 | $7,799+10.2% | $7,446+15.4% | $6,400+34.3% |
| Admin fee / account holder | $104,887 | $11,571+806.4% | $10,010+947.9% | $11,426+818.0% |