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 | $60,182 | $138,044-56.4% | $125,339-52.0% | $134,475-55.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -12.61% | 750.33%-762.9pp | 572.05%-584.7pp | 417.96%-430.6pp |
| Employer contribution / active EE | $6,035 | $5,243+15.1% | $4,814+25.4% | $4,740+27.3% |
| Participant deferral / active EE | $15,291 | $7,799+96.1% | $7,446+105.3% | $6,400+138.9% |
| Admin fee / account holder | $1,943 | $11,571-83.2% | $10,010-80.6% | $11,426-83.0% |