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 | $56,711 | $160,055-64.6% | $140,016-59.5% | $135,375-58.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -9.14% | 911.38%-920.5pp | 651.12%-660.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $8,071 | $6,420+25.7% | $5,606+44.0% | $4,779+68.9% |
| Participant deferral / active EE | $8,443 | $7,642+10.5% | $6,927+21.9% | $5,609+50.5% |
| Admin fee / account holder | $1,450 | $13,328-89.1% | $10,705-86.5% | $10,827-86.6% |