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 | $183,461 | $190,805-3.8% | $159,960+14.7% | $134,475+36.4% |
| Participation rate | 70.6% | 81.9%-11.3pp | 78.0%-7.4pp | 81.2%-10.6pp |
| Annual return | -14.92% | 552.23%-567.2pp | 408.60%-423.5pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,878 | $4,995-42.4% | $4,226-31.9% | $4,740-39.3% |
| Participant deferral / active EE | $8,252 | $6,923+19.2% | $6,182+33.5% | $6,400+28.9% |
| Admin fee / account holder | $6,470 | $10,471-38.2% | $8,698-25.6% | $11,426-43.4% |