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 | $94,805 | $138,044-31.3% | $125,339-24.4% | $134,475-29.5% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -14.84% | 750.33%-765.2pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $3,640 | $5,243-30.6% | $4,814-24.4% | $4,740-23.2% |
| Participant deferral / active EE | $3,309 | $7,799-57.6% | $7,446-55.6% | $6,400-48.3% |
| Admin fee / account holder | $2,275 | $11,571-80.3% | $10,010-77.3% | $11,426-80.1% |