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 | $61,132 | $138,044-55.7% | $125,339-51.2% | $134,475-54.5% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -19.53% | 750.33%-769.9pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,425 | $5,243-34.7% | $4,814-28.8% | $4,740-27.7% |
| Participant deferral / active EE | $5,934 | $7,799-23.9% | $7,446-20.3% | $6,400-7.3% |
| Admin fee / account holder | $2,910 | $11,571-74.8% | $10,010-70.9% | $11,426-74.5% |