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 6-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 | $91,949 | $138,044-33.4% | $125,339-26.6% | $134,475-31.6% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -16.76% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $6,041 | $5,243+15.2% | $4,814+25.5% | $4,740+27.5% |
| Participant deferral / active EE | $10,632 | $7,799+36.3% | $7,446+42.8% | $6,400+66.1% |
| Admin fee / account holder | $6,097 | $11,571-47.3% | $10,010-39.1% | $11,426-46.6% |