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 | $67,577 | $138,044-51.0% | $125,339-46.1% | $134,475-49.7% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -15.28% | 750.33%-765.6pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,691 | $5,243-67.7% | $4,814-64.9% | $4,740-64.3% |
| Participant deferral / active EE | $2,753 | $7,799-64.7% | $7,446-63.0% | $6,400-57.0% |
| Admin fee / account holder | $9,000 | $11,571-22.2% | $10,010-10.1% | $11,426-21.2% |