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 | $106,114 | $138,044-23.1% | $125,339-15.3% | $134,475-21.1% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.61% | 750.33%-769.9pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,382 | $5,243-54.6% | $4,814-50.5% | $4,740-49.7% |
| Participant deferral / active EE | $4,815 | $7,799-38.3% | $7,446-35.3% | $6,400-24.8% |
| Admin fee / account holder | $1,076 | $11,571-90.7% | $10,010-89.3% | $11,426-90.6% |