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 | $84,995 | $138,044-38.4% | $125,339-32.2% | $134,475-36.8% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -14.19% | 750.33%-764.5pp | 572.05%-586.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $10,520 | $5,243+100.6% | $4,814+118.6% | $4,740+122.0% |
| Participant deferral / active EE | $10,733 | $7,799+37.6% | $7,446+44.1% | $6,400+67.7% |
| Admin fee / account holder | $22,141 | $11,571+91.3% | $10,010+121.2% | $11,426+93.8% |