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 | $50,190 | $138,044-63.6% | $125,339-60.0% | $134,475-62.7% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -12.52% | 750.33%-762.9pp | 572.05%-584.6pp | 417.96%-430.5pp |
| Employer contribution / active EE | $2,952 | $5,243-43.7% | $4,814-38.7% | $4,740-37.7% |
| Participant deferral / active EE | $4,840 | $7,799-37.9% | $7,446-35.0% | $6,400-24.4% |
| Admin fee / account holder | $3,270 | $11,571-71.7% | $10,010-67.3% | $11,426-71.4% |