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 | $130,592 | $160,055-18.4% | $140,016-6.7% | $135,375-3.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -3.46% | 911.38%-914.8pp | 651.12%-654.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $1,417 | $6,420-77.9% | $5,606-74.7% | $4,779-70.4% |
| Participant deferral / active EE | $3,630 | $7,642-52.5% | $6,927-47.6% | $5,609-35.3% |
| Admin fee / account holder | $1,101 | $13,328-91.7% | $10,705-89.7% | $10,827-89.8% |