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 | $33,966 | $190,805-82.2% | $159,960-78.8% | $134,475-74.7% |
| Participation rate | 85.7% | 81.9%+3.8pp | 78.0%+7.8pp | 81.2%+4.5pp |
| Annual return | -18.36% | 552.23%-570.6pp | 408.60%-427.0pp | 417.96%-436.3pp |
| Employer contribution / active EE | $6,155 | $4,995+23.2% | $4,226+45.7% | $4,740+29.9% |
| Participant deferral / active EE | $7,815 | $6,923+12.9% | $6,182+26.4% | $6,400+22.1% |
| Admin fee / account holder | $3,454 | $10,471-67.0% | $8,698-60.3% | $11,426-69.8% |