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 | $89,748 | $138,044-35.0% | $125,339-28.4% | $134,475-33.3% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -18.54% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,395 | $5,243-54.3% | $4,814-50.2% | $4,740-49.5% |
| Participant deferral / active EE | $5,558 | $7,799-28.7% | $7,446-25.4% | $6,400-13.2% |
| Admin fee / account holder | $3,870 | $11,571-66.6% | $10,010-61.3% | $11,426-66.1% |