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 | $92,324 | $138,044-33.1% | $125,339-26.3% | $134,475-31.3% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -17.39% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,421 | $5,243-34.8% | $4,814-28.9% | $4,740-27.8% |
| Participant deferral / active EE | $4,918 | $7,799-36.9% | $7,446-34.0% | $6,400-23.2% |
| Admin fee / account holder | $14,180 | $11,571+22.5% | $10,010+41.7% | $11,426+24.1% |