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 | $26,523 | $138,044-80.8% | $125,339-78.8% | $134,475-80.3% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -12.43% | 750.33%-762.8pp | 572.05%-584.5pp | 417.96%-430.4pp |
| Employer contribution / active EE | $4,305 | $5,243-17.9% | $4,814-10.6% | $4,740-9.2% |
| Participant deferral / active EE | $7,666 | $7,799-1.7% | $7,446+2.9% | $6,400+19.8% |
| Admin fee / account holder | $2,619 | $11,571-77.4% | $10,010-73.8% | $11,426-77.1% |