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 | $95,278 | $138,044-31.0% | $125,339-24.0% | $134,475-29.1% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -16.41% | 750.33%-766.7pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,577 | $5,243-69.9% | $4,814-67.2% | $4,740-66.7% |
| Participant deferral / active EE | $6,799 | $7,799-12.8% | $7,446-8.7% | $6,400+6.2% |
| Admin fee / account holder | $4,600 | $11,571-60.2% | $10,010-54.0% | $11,426-59.7% |