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 | $45,604 | $138,044-67.0% | $125,339-63.6% | $134,475-66.1% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -14.74% | 750.33%-765.1pp | 572.05%-586.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $7,100 | $5,243+35.4% | $4,814+47.5% | $4,740+49.8% |
| Participant deferral / active EE | $8,225 | $7,799+5.5% | $7,446+10.5% | $6,400+28.5% |
| Admin fee / account holder | $1,762 | $11,571-84.8% | $10,010-82.4% | $11,426-84.6% |