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 | $72,392 | $138,044-47.6% | $125,339-42.2% | $134,475-46.2% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -6.80% | 750.33%-757.1pp | 572.05%-578.9pp | 417.96%-424.8pp |
| Employer contribution / active EE | $2,793 | $5,243-46.7% | $4,814-42.0% | $4,740-41.1% |
| Participant deferral / active EE | $5,698 | $7,799-26.9% | $7,446-23.5% | $6,400-11.0% |
| Admin fee / account holder | $130,463 | $11,571+1027.5% | $10,010+1203.4% | $11,426+1041.8% |