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 | $62,423 | $138,044-54.8% | $125,339-50.2% | $134,475-53.6% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -16.30% | 750.33%-766.6pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,257 | $5,243-76.0% | $4,814-73.9% | $4,740-73.5% |
| Participant deferral / active EE | $7,631 | $7,799-2.2% | $7,446+2.5% | $6,400+19.2% |
| Admin fee / account holder | $8,371 | $11,571-27.7% | $10,010-16.4% | $11,426-26.7% |