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 | $98,921 | $138,044-28.3% | $125,339-21.1% | $134,475-26.4% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -18.15% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $4,858 | $5,243-7.3% | $4,814+0.9% | $4,740+2.5% |
| Participant deferral / active EE | $6,911 | $7,799-11.4% | $7,446-7.2% | $6,400+8.0% |
| Admin fee / account holder | $906 | $11,571-92.2% | $10,010-91.0% | $11,426-92.1% |