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 | $104,813 | $138,044-24.1% | $125,339-16.4% | $134,475-22.1% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -17.48% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,062 | $5,243-60.7% | $4,814-57.2% | $4,740-56.5% |
| Participant deferral / active EE | $5,093 | $7,799-34.7% | $7,446-31.6% | $6,400-20.4% |
| Admin fee / account holder | $1,108 | $11,571-90.4% | $10,010-88.9% | $11,426-90.3% |