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 | $79,122 | $138,044-42.7% | $125,339-36.9% | $134,475-41.2% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -19.90% | 750.33%-770.2pp | 572.05%-592.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $4,255 | $5,243-18.9% | $4,814-11.6% | $4,740-10.2% |
| Participant deferral / active EE | $7,793 | $7,799-0.1% | $7,446+4.6% | $6,400+21.8% |
| Admin fee / account holder | $315 | $11,571-97.3% | $10,010-96.9% | $11,426-97.2% |