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 | $25,909 | $138,044-81.2% | $125,339-79.3% | $134,475-80.7% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -17.09% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,433 | $5,243-72.7% | $4,814-70.2% | $4,740-69.8% |
| Participant deferral / active EE | $4,122 | $7,799-47.1% | $7,446-44.6% | $6,400-35.6% |
| Admin fee / account holder | $10,135 | $11,571-12.4% | $10,010+1.2% | $11,426-11.3% |