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 | $95,753 | $138,044-30.6% | $125,339-23.6% | $134,475-28.8% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -16.49% | 750.33%-766.8pp | 572.05%-588.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,806 | $5,243-65.6% | $4,814-62.5% | $4,740-61.9% |
| Participant deferral / active EE | $8,918 | $7,799+14.3% | $7,446+19.8% | $6,400+39.3% |
| Admin fee / account holder | $3,713 | $11,571-67.9% | $10,010-62.9% | $11,426-67.5% |