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 | $79,909 | $138,044-42.1% | $125,339-36.2% | $134,475-40.6% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -18.14% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $4,407 | $5,243-15.9% | $4,814-8.4% | $4,740-7.0% |
| Participant deferral / active EE | $7,737 | $7,799-0.8% | $7,446+3.9% | $6,400+20.9% |
| Admin fee / account holder | $9,711 | $11,571-16.1% | $10,010-3.0% | $11,426-15.0% |