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 | $151,856 | $190,805-20.4% | $159,960-5.1% | $134,475+12.9% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -13.44% | 552.23%-565.7pp | 408.60%-422.0pp | 417.96%-431.4pp |
| Employer contribution / active EE | $4,998 | $4,9950% | $4,226+18.3% | $4,740+5.4% |
| Participant deferral / active EE | $8,288 | $6,923+19.7% | $6,182+34.0% | $6,400+29.5% |
| Admin fee / account holder | $910 | $10,471-91.3% | $8,698-89.5% | $11,426-92.0% |