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 | $78,356 | $138,044-43.2% | $125,339-37.5% | $134,475-41.7% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -15.27% | 750.33%-765.6pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $6,619 | $5,243+26.2% | $4,814+37.5% | $4,740+39.6% |
| Participant deferral / active EE | $11,452 | $7,799+46.8% | $7,446+53.8% | $6,400+78.9% |
| Admin fee / account holder | $1,615 | $11,571-86.0% | $10,010-83.9% | $11,426-85.9% |