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 | $113,737 | $138,044-17.6% | $125,339-9.3% | $134,475-15.4% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -13.42% | 750.33%-763.7pp | 572.05%-585.5pp | 417.96%-431.4pp |
| Employer contribution / active EE | $2,887 | $5,243-44.9% | $4,814-40.0% | $4,740-39.1% |
| Participant deferral / active EE | $4,508 | $7,799-42.2% | $7,446-39.5% | $6,400-29.6% |
| Admin fee / account holder | $1,994 | $11,571-82.8% | $10,010-80.1% | $11,426-82.5% |