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 | $125,227 | $138,044-9.3% | $125,339-0.1% | $134,475-6.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.80% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $5,000 | $5,243-4.6% | $4,814+3.9% | $4,740+5.5% |
| Participant deferral / active EE | $8,875 | $7,799+13.8% | $7,446+19.2% | $6,400+38.7% |
| Admin fee / account holder | $787 | $11,571-93.2% | $10,010-92.1% | $11,426-93.1% |