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 | $88,374 | $138,044-36.0% | $125,339-29.5% | $134,475-34.3% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -19.68% | 750.33%-770.0pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $8,623 | $5,243+64.5% | $4,814+79.1% | $4,740+81.9% |
| Participant deferral / active EE | $11,471 | $7,799+47.1% | $7,446+54.1% | $6,400+79.2% |
| Admin fee / account holder | $28,060 | $11,571+142.5% | $10,010+180.3% | $11,426+145.6% |