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 | $85,586 | $160,055-46.5% | $140,016-38.9% | $135,375-36.8% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.5%+7.5pp | 82.6%+12.4pp |
| Annual return | -5.91% | 911.38%-917.3pp | 651.12%-657.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $10,915 | $6,420+70.0% | $5,606+94.7% | $4,779+128.4% |
| Participant deferral / active EE | $11,584 | $7,642+51.6% | $6,927+67.2% | $5,609+106.5% |
| Admin fee / account holder | $28,104 | $13,328+110.9% | $10,705+162.5% | $10,827+159.6% |