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 | $86,452 | $138,044-37.4% | $125,339-31.0% | $134,475-35.7% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -20.33% | 750.33%-770.7pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $15,472 | $5,243+195.1% | $4,814+221.4% | $4,740+226.4% |
| Participant deferral / active EE | $12,188 | $7,799+56.3% | $7,446+63.7% | $6,400+90.4% |
| Admin fee / account holder | $2,678 | $11,571-76.9% | $10,010-73.2% | $11,426-76.6% |