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 | $72,380 | $138,044-47.6% | $125,339-42.3% | $134,475-46.2% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -19.51% | 750.33%-769.8pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,054 | $5,243-41.8% | $4,814-36.6% | $4,740-35.6% |
| Participant deferral / active EE | $6,642 | $7,799-14.8% | $7,446-10.8% | $6,400+3.8% |
| Admin fee / account holder | $1,535 | $11,571-86.7% | $10,010-84.7% | $11,426-86.6% |