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 | $84,634 | $138,044-38.7% | $125,339-32.5% | $134,475-37.1% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -18.09% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $5,418 | $5,243+3.3% | $4,814+12.6% | $4,740+14.3% |
| Participant deferral / active EE | $6,653 | $7,799-14.7% | $7,446-10.7% | $6,400+4.0% |
| Admin fee / account holder | $9,135 | $11,571-21.1% | $10,010-8.7% | $11,426-20.0% |