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 | $100,795 | $138,065-27.0% | $123,544-18.4% | $135,375-25.5% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -6.84% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $5,523 | $5,151+7.2% | $4,628+19.4% | $4,779+15.6% |
| Participant deferral / active EE | $12,554 | $6,799+84.6% | $6,426+95.4% | $5,609+123.8% |
| Admin fee / account holder | $1,025 | $10,916-90.6% | $9,284-89.0% | $10,827-90.5% |