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 | $70,809 | $138,044-48.7% | $125,339-43.5% | $134,475-47.3% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -14.51% | 750.33%-764.8pp | 572.05%-586.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,623 | $5,243-50.0% | $4,814-45.5% | $4,740-44.7% |
| Participant deferral / active EE | $5,779 | $7,799-25.9% | $7,446-22.4% | $6,400-9.7% |
| Admin fee / account holder | $11,655 | $11,571+0.7% | $10,010+16.4% | $11,426+2.0% |