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 | $40,304 | $138,044-70.8% | $125,339-67.8% | $134,475-70.0% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -12.47% | 750.33%-762.8pp | 572.05%-584.5pp | 417.96%-430.4pp |
| Employer contribution / active EE | $5,754 | $5,243+9.7% | $4,814+19.5% | $4,740+21.4% |
| Participant deferral / active EE | $15,357 | $7,799+96.9% | $7,446+106.2% | $6,400+140.0% |
| Admin fee / account holder | $2,932 | $11,571-74.7% | $10,010-70.7% | $11,426-74.3% |