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 | $68,850 | $138,044-50.1% | $125,339-45.1% | $134,475-48.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.94% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $5,903 | $5,243+12.6% | $4,814+22.6% | $4,740+24.5% |
| Participant deferral / active EE | $16,420 | $7,799+110.5% | $7,446+120.5% | $6,400+156.6% |
| Admin fee / account holder | $4,994 | $11,571-56.8% | $10,010-50.1% | $11,426-56.3% |