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 | $56,567 | $92,703-39.0% | $82,719-31.6% | $134,475-57.9% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -12.43% | 944.92%-957.4pp | 701.18%-713.6pp | 417.96%-430.4pp |
| Employer contribution / active EE | $3,024 | $3,274-7.6% | $3,009+0.5% | $4,740-36.2% |
| Participant deferral / active EE | $8,925 | $4,802+85.9% | $4,395+103.1% | $6,400+39.5% |
| Admin fee / account holder | $742 | $5,983-87.6% | $5,329-86.1% | $11,426-93.5% |