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 | $64,111 | $138,044-53.6% | $125,339-48.8% | $134,475-52.3% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -11.11% | 750.33%-761.4pp | 572.05%-583.2pp | 417.96%-429.1pp |
| Employer contribution / active EE | $3,037 | $5,243-42.1% | $4,814-36.9% | $4,740-35.9% |
| Participant deferral / active EE | $6,173 | $7,799-20.8% | $7,446-17.1% | $6,400-3.5% |
| Admin fee / account holder | $13,411 | $11,571+15.9% | $10,010+34.0% | $11,426+17.4% |