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 | $112,069 | $138,044-18.8% | $125,339-10.6% | $134,475-16.7% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -17.36% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,013 | $5,243-61.6% | $4,814-58.2% | $4,740-57.5% |
| Participant deferral / active EE | $7,507 | $7,799-3.7% | $7,446+0.8% | $6,400+17.3% |
| Admin fee / account holder | $3,404 | $11,571-70.6% | $10,010-66.0% | $11,426-70.2% |