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 | $60,787 | $138,044-56.0% | $125,339-51.5% | $134,475-54.8% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -17.09% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,197 | $5,243-77.2% | $4,814-75.1% | $4,740-74.8% |
| Participant deferral / active EE | $3,101 | $7,799-60.2% | $7,446-58.4% | $6,400-51.6% |
| Admin fee / account holder | $15,424 | $11,571+33.3% | $10,010+54.1% | $11,426+35.0% |