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 | $73,603 | $138,044-46.7% | $125,339-41.3% | $134,475-45.3% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -16.90% | 750.33%-767.2pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $4,925 | $5,243-6.1% | $4,814+2.3% | $4,740+3.9% |
| Participant deferral / active EE | $11,777 | $7,799+51.0% | $7,446+58.2% | $6,400+84.0% |
| Admin fee / account holder | $1,621 | $11,571-86.0% | $10,010-83.8% | $11,426-85.8% |