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 | $25,645 | $138,065-81.4% | $123,544-79.2% | $135,375-81.1% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -7.95% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,777 | $5,151-65.5% | $4,628-61.6% | $4,779-62.8% |
| Participant deferral / active EE | $3,073 | $6,799-54.8% | $6,426-52.2% | $5,609-45.2% |
| Admin fee / account holder | $1,003 | $10,916-90.8% | $9,284-89.2% | $10,827-90.7% |