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 | $100,738 | $138,044-27.0% | $125,339-19.6% | $134,475-25.1% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -14.44% | 750.33%-764.8pp | 572.05%-586.5pp | 417.96%-432.4pp |
| Employer contribution / active EE | $3,316 | $5,243-36.8% | $4,814-31.1% | $4,740-30.0% |
| Participant deferral / active EE | $10,040 | $7,799+28.7% | $7,446+34.8% | $6,400+56.9% |
| Admin fee / account holder | $1,254 | $11,571-89.2% | $10,010-87.5% | $11,426-89.0% |