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 | $112,936 | $138,044-18.2% | $125,339-9.9% | $134,475-16.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -14.18% | 750.33%-764.5pp | 572.05%-586.2pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,589 | $5,243-50.6% | $4,814-46.2% | $4,740-45.4% |
| Participant deferral / active EE | $10,404 | $7,799+33.4% | $7,446+39.7% | $6,400+62.6% |
| Admin fee / account holder | $2,151 | $11,571-81.4% | $10,010-78.5% | $11,426-81.2% |