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 | $84,028 | $138,044-39.1% | $125,339-33.0% | $134,475-37.5% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -17.71% | 750.33%-768.0pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,357 | $5,243-36.0% | $4,814-30.3% | $4,740-29.2% |
| Participant deferral / active EE | $8,416 | $7,799+7.9% | $7,446+13.0% | $6,400+31.5% |
| Admin fee / account holder | $788 | $11,571-93.2% | $10,010-92.1% | $11,426-93.1% |