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 | $93,807 | $138,044-32.0% | $125,339-25.2% | $134,475-30.2% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -14.92% | 750.33%-765.2pp | 572.05%-587.0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $4,617 | $5,243-11.9% | $4,814-4.1% | $4,740-2.6% |
| Participant deferral / active EE | $7,782 | $7,799-0.2% | $7,446+4.5% | $6,400+21.6% |
| Admin fee / account holder | $1,175 | $11,571-89.8% | $10,010-88.3% | $11,426-89.7% |