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 | $91,260 | $138,044-33.9% | $125,339-27.2% | $134,475-32.1% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.19% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,735 | $5,243-66.9% | $4,814-64.0% | $4,740-63.4% |
| Participant deferral / active EE | $7,651 | $7,799-1.9% | $7,446+2.8% | $6,400+19.6% |
| Admin fee / account holder | $466 | $11,571-96.0% | $10,010-95.3% | $11,426-95.9% |