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 | $72,517 | $138,044-47.5% | $125,339-42.1% | $134,475-46.1% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -1.83% | 750.33%-752.2pp | 572.05%-573.9pp | 417.96%-419.8pp |
| Employer contribution / active EE | $2,533 | $5,243-51.7% | $4,814-47.4% | $4,740-46.6% |
| Participant deferral / active EE | $5,685 | $7,799-27.1% | $7,446-23.7% | $6,400-11.2% |
| Admin fee / account holder | $1,018 | $11,571-91.2% | $10,010-89.8% | $11,426-91.1% |