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 | $85,791 | $138,044-37.9% | $125,339-31.6% | $134,475-36.2% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -19.22% | 750.33%-769.5pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,006 | $5,243-80.8% | $4,814-79.1% | $4,740-78.8% |
| Participant deferral / active EE | $8,334 | $7,799+6.9% | $7,446+11.9% | $6,400+30.2% |
| Admin fee / account holder | $5,293 | $11,571-54.3% | $10,010-47.1% | $11,426-53.7% |