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 | $109,151 | $138,044-20.9% | $125,339-12.9% | $134,475-18.8% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -15.33% | 750.33%-765.7pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $10,935 | $5,243+108.5% | $4,814+127.2% | $4,740+130.7% |
| Participant deferral / active EE | $9,550 | $7,799+22.5% | $7,446+28.2% | $6,400+49.2% |
| Admin fee / account holder | $172,323 | $11,571+1389.2% | $10,010+1621.6% | $11,426+1408.2% |