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 | $94,158 | $138,044-31.8% | $125,339-24.9% | $134,475-30.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -11.78% | 750.33%-762.1pp | 572.05%-583.8pp | 417.96%-429.7pp |
| Employer contribution / active EE | $3,365 | $5,243-35.8% | $4,814-30.1% | $4,740-29.0% |
| Participant deferral / active EE | $12,332 | $7,799+58.1% | $7,446+65.6% | $6,400+92.7% |
| Admin fee / account holder | $65,251 | $11,571+463.9% | $10,010+551.9% | $11,426+471.1% |