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 | $96,386 | $180,449-46.6% | $154,107-37.5% | $135,375-28.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -7.98% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,522 | $6,035-58.2% | $5,298-52.4% | $4,779-47.2% |
| Participant deferral / active EE | $12,597 | $5,806+117.0% | $5,081+147.9% | $5,609+124.6% |
| Admin fee / account holder | $4,924 | $16,143-69.5% | $13,411-63.3% | $10,827-54.5% |