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 | $46,973 | $138,044-66.0% | $125,339-62.5% | $134,475-65.1% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -15.52% | 750.33%-765.8pp | 572.05%-587.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,008 | $5,243-42.6% | $4,814-37.5% | $4,740-36.5% |
| Participant deferral / active EE | $7,053 | $7,799-9.6% | $7,446-5.3% | $6,400+10.2% |
| Admin fee / account holder | $2,306 | $11,571-80.1% | $10,010-77.0% | $11,426-79.8% |