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 | $45,754 | $138,044-66.9% | $125,339-63.5% | $134,475-66.0% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -15.95% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,086 | $5,243-41.1% | $4,814-35.9% | $4,740-34.9% |
| Participant deferral / active EE | $5,488 | $7,799-29.6% | $7,446-26.3% | $6,400-14.2% |
| Admin fee / account holder | $6,441 | $11,571-44.3% | $10,010-35.7% | $11,426-43.6% |