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 | $93,127 | $138,044-32.5% | $125,339-25.7% | $134,475-30.7% |
| Participation rate | 85.0% | 84.5%+0.5pp | 82.4%+2.6pp | 81.2%+3.8pp |
| Annual return | -12.53% | 750.33%-762.9pp | 572.05%-584.6pp | 417.96%-430.5pp |
| Employer contribution / active EE | $2,074 | $5,243-60.5% | $4,814-56.9% | $4,740-56.3% |
| Participant deferral / active EE | $3,704 | $7,799-52.5% | $7,446-50.3% | $6,400-42.1% |
| Admin fee / account holder | $654 | $11,571-94.3% | $10,010-93.5% | $11,426-94.3% |