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 | $52,767 | $138,044-61.8% | $125,339-57.9% | $134,475-60.8% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -16.50% | 750.33%-766.8pp | 572.05%-588.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,891 | $5,243-63.9% | $4,814-60.7% | $4,740-60.1% |
| Participant deferral / active EE | $8,779 | $7,799+12.6% | $7,446+17.9% | $6,400+37.2% |
| Admin fee / account holder | $29,544 | $11,571+155.3% | $10,010+195.2% | $11,426+158.6% |