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 | $109,967 | $138,044-20.3% | $125,339-12.3% | $134,475-18.2% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -16.77% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,674 | $5,243-68.1% | $4,814-65.2% | $4,740-64.7% |
| Participant deferral / active EE | $7,756 | $7,799-0.6% | $7,446+4.2% | $6,400+21.2% |
| Admin fee / account holder | $2,079 | $11,571-82.0% | $10,010-79.2% | $11,426-81.8% |