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 | $45,709 | $138,044-66.9% | $125,339-63.5% | $134,475-66.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -13.75% | 750.33%-764.1pp | 572.05%-585.8pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,307 | $5,243-75.1% | $4,814-72.8% | $4,740-72.4% |
| Participant deferral / active EE | $6,361 | $7,799-18.4% | $7,446-14.6% | $6,400-0.6% |
| Admin fee / account holder | $27,815 | $11,571+140.4% | $10,010+177.9% | $11,426+143.4% |