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 | $64,969 | $138,044-52.9% | $125,339-48.2% | $134,475-51.7% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -7.39% | 750.33%-757.7pp | 572.05%-579.4pp | 417.96%-425.4pp |
| Employer contribution / active EE | $3,253 | $5,243-38.0% | $4,814-32.4% | $4,740-31.4% |
| Participant deferral / active EE | $7,584 | $7,799-2.7% | $7,446+1.9% | $6,400+18.5% |
| Admin fee / account holder | $12,459 | $11,571+7.7% | $10,010+24.5% | $11,426+9.0% |