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 | $98,633 | $138,044-28.5% | $125,339-21.3% | $134,475-26.7% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -19.39% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,932 | $5,243-44.1% | $4,814-39.1% | $4,740-38.1% |
| Participant deferral / active EE | $6,208 | $7,799-20.4% | $7,446-16.6% | $6,400-3.0% |
| Admin fee / account holder | $1,198 | $11,571-89.6% | $10,010-88.0% | $11,426-89.5% |