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 | $95,097 | $138,044-31.1% | $125,339-24.1% | $134,475-29.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.39% | 750.33%-765.7pp | 572.05%-587.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,246 | $5,243-57.2% | $4,814-53.4% | $4,740-52.6% |
| Participant deferral / active EE | $6,983 | $7,799-10.5% | $7,446-6.2% | $6,400+9.1% |
| Admin fee / account holder | $520 | $11,571-95.5% | $10,010-94.8% | $11,426-95.5% |