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 | $38,446 | $92,703-58.5% | $82,719-53.5% | $134,475-71.4% |
| Participation rate | 95.0% | 75.2%+19.8pp | 72.6%+22.4pp | 81.2%+13.8pp |
| Annual return | -14.98% | 944.92%-959.9pp | 701.18%-716.2pp | 417.96%-432.9pp |
| Employer contribution / active EE | $5,521 | $3,274+68.7% | $3,009+83.5% | $4,740+16.5% |
| Participant deferral / active EE | $6,003 | $4,802+25.0% | $4,395+36.6% | $6,400-6.2% |
| Admin fee / account holder | $1,181 | $5,983-80.3% | $5,329-77.8% | $11,426-89.7% |