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 | $121,011 | $138,044-12.3% | $125,339-3.5% | $134,475-10.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.47% | 750.33%-765.8pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,326 | $5,243-36.6% | $4,814-30.9% | $4,740-29.8% |
| Participant deferral / active EE | $8,933 | $7,799+14.5% | $7,446+20.0% | $6,400+39.6% |
| Admin fee / account holder | $8,463 | $11,571-26.9% | $10,010-15.5% | $11,426-25.9% |