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 | $71,670 | $190,805-62.4% | $159,960-55.2% | $134,475-46.7% |
| Participation rate | 89.5% | 81.9%+7.5pp | 78.0%+11.5pp | 81.2%+8.3pp |
| Annual return | -16.96% | 552.23%-569.2pp | 408.60%-425.6pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,887 | $4,995-22.2% | $4,226-8.0% | $4,740-18.0% |
| Participant deferral / active EE | $9,860 | $6,923+42.4% | $6,182+59.5% | $6,400+54.1% |
| Admin fee / account holder | $17,143 | $10,471+63.7% | $8,698+97.1% | $11,426+50.0% |