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 | $116,384 | $138,044-15.7% | $125,339-7.1% | $134,475-13.5% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -14.22% | 750.33%-764.5pp | 572.05%-586.3pp | 417.96%-432.2pp |
| Employer contribution / active EE | $3,186 | $5,243-39.2% | $4,814-33.8% | $4,740-32.8% |
| Participant deferral / active EE | $6,892 | $7,799-11.6% | $7,446-7.5% | $6,400+7.7% |
| Admin fee / account holder | $1,037 | $11,571-91.0% | $10,010-89.6% | $11,426-90.9% |