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 | $120,777 | $138,044-12.5% | $125,339-3.6% | $134,475-10.2% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -18.34% | 750.33%-768.7pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,460 | $5,243-53.1% | $4,814-48.9% | $4,740-48.1% |
| Participant deferral / active EE | $6,331 | $7,799-18.8% | $7,446-15.0% | $6,400-1.1% |
| Admin fee / account holder | $10,335 | $11,571-10.7% | $10,010+3.3% | $11,426-9.5% |