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 | $85,900 | $138,044-37.8% | $125,339-31.5% | $134,475-36.1% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -12.47% | 750.33%-762.8pp | 572.05%-584.5pp | 417.96%-430.4pp |
| Employer contribution / active EE | $4,706 | $5,243-10.2% | $4,814-2.2% | $4,740-0.7% |
| Participant deferral / active EE | $6,111 | $7,799-21.6% | $7,446-17.9% | $6,400-4.5% |
| Admin fee / account holder | $465 | $11,571-96.0% | $10,010-95.4% | $11,426-95.9% |