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 | $76,803 | $160,055-52.0% | $140,016-45.1% | $135,375-43.3% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -6.36% | 911.38%-917.7pp | 651.12%-657.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,461 | $6,420-77.2% | $5,606-73.9% | $4,779-69.4% |
| Participant deferral / active EE | $4,164 | $7,642-45.5% | $6,927-39.9% | $5,609-25.8% |
| Admin fee / account holder | $21,609 | $13,328+62.1% | $10,705+101.8% | $10,827+99.6% |