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 | $43,313 | $138,044-68.6% | $125,339-65.4% | $134,475-67.8% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -14.37% | 750.33%-764.7pp | 572.05%-586.4pp | 417.96%-432.3pp |
| Employer contribution / active EE | $3,417 | $5,243-34.8% | $4,814-29.0% | $4,740-27.9% |
| Participant deferral / active EE | $3,710 | $7,799-52.4% | $7,446-50.2% | $6,400-42.0% |
| Admin fee / account holder | $4,771 | $11,571-58.8% | $10,010-52.3% | $11,426-58.2% |