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 | $38,454 | $138,044-72.1% | $125,339-69.3% | $134,475-71.4% |
| Participation rate | 90.5% | 84.5%+6.0pp | 82.4%+8.1pp | 81.2%+9.3pp |
| Annual return | -15.58% | 750.33%-765.9pp | 572.05%-587.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $6,457 | $5,243+23.2% | $4,814+34.1% | $4,740+36.2% |
| Participant deferral / active EE | $4,244 | $7,799-45.6% | $7,446-43.0% | $6,400-33.7% |
| Admin fee / account holder | $1,250 | $11,571-89.2% | $10,010-87.5% | $11,426-89.1% |