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 | $77,326 | $138,044-44.0% | $125,339-38.3% | $134,475-42.5% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -19.10% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,973 | $5,243-43.3% | $4,814-38.2% | $4,740-37.3% |
| Participant deferral / active EE | $12,266 | $7,799+57.3% | $7,446+64.7% | $6,400+91.7% |
| Admin fee / account holder | $48,829 | $11,571+322.0% | $10,010+387.8% | $11,426+327.4% |