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 | $106,867 | $138,044-22.6% | $125,339-14.7% | $134,475-20.5% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -15.36% | 750.33%-765.7pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,996 | $5,243-42.9% | $4,814-37.8% | $4,740-36.8% |
| Participant deferral / active EE | $6,011 | $7,799-22.9% | $7,446-19.3% | $6,400-6.1% |
| Admin fee / account holder | $4,067 | $11,571-64.9% | $10,010-59.4% | $11,426-64.4% |