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 | $83,594 | $138,044-39.4% | $125,339-33.3% | $134,475-37.8% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -10.51% | 750.33%-760.8pp | 572.05%-582.6pp | 417.96%-428.5pp |
| Employer contribution / active EE | $4,210 | $5,243-19.7% | $4,814-12.5% | $4,740-11.2% |
| Participant deferral / active EE | $8,345 | $7,799+7.0% | $7,446+12.1% | $6,400+30.4% |
| Admin fee / account holder | $1,578 | $11,571-86.4% | $10,010-84.2% | $11,426-86.2% |