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 | $75,938 | $138,044-45.0% | $125,339-39.4% | $134,475-43.5% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -12.95% | 750.33%-763.3pp | 572.05%-585.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $7,289 | $5,243+39.0% | $4,814+51.4% | $4,740+53.8% |
| Participant deferral / active EE | $6,780 | $7,799-13.1% | $7,446-9.0% | $6,400+5.9% |
| Admin fee / account holder | $3,100 | $11,571-73.2% | $10,010-69.0% | $11,426-72.9% |