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 | $116,511 | $138,044-15.6% | $125,339-7.0% | $134,475-13.4% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -14.54% | 750.33%-764.9pp | 572.05%-586.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $4,119 | $5,243-21.4% | $4,814-14.4% | $4,740-13.1% |
| Participant deferral / active EE | $8,207 | $7,799+5.2% | $7,446+10.2% | $6,400+28.2% |
| Admin fee / account holder | $3,889 | $11,571-66.4% | $10,010-61.1% | $11,426-66.0% |