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 4-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 | $66,897 | $190,805-64.9% | $159,960-58.2% | $134,475-50.3% |
| Participation rate | 89.5% | 81.9%+7.5pp | 78.0%+11.5pp | 81.2%+8.3pp |
| Annual return | -12.84% | 552.23%-565.1pp | 408.60%-421.4pp | 417.96%-430.8pp |
| Employer contribution / active EE | $5,475 | $4,995+9.6% | $4,226+29.6% | $4,740+15.5% |
| Participant deferral / active EE | $12,664 | $6,923+82.9% | $6,182+104.8% | $6,400+97.9% |
| Admin fee / account holder | $771 | $10,471-92.6% | $8,698-91.1% | $11,426-93.3% |