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 6-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 | $35,418 | $138,044-74.3% | $125,339-71.7% | $134,475-73.7% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -14.77% | 750.33%-765.1pp | 572.05%-586.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $9,026 | $5,243+72.1% | $4,814+87.5% | $4,740+90.4% |
| Participant deferral / active EE | $6,368 | $7,799-18.3% | $7,446-14.5% | $6,400-0.5% |
| Admin fee / account holder | $2,521 | $11,571-78.2% | $10,010-74.8% | $11,426-77.9% |