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 | $89,960 | $138,044-34.8% | $125,339-28.2% | $134,475-33.1% |
| Participation rate | 95.2% | 84.5%+10.8pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -19.36% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $5,025 | $5,243-4.2% | $4,814+4.4% | $4,740+6.0% |
| Participant deferral / active EE | $12,862 | $7,799+64.9% | $7,446+72.7% | $6,400+101.0% |
| Admin fee / account holder | $2,613 | $11,571-77.4% | $10,010-73.9% | $11,426-77.1% |