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 | $119,886 | $138,044-13.2% | $125,339-4.4% | $134,475-10.8% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -13.18% | 750.33%-763.5pp | 572.05%-585.2pp | 417.96%-431.1pp |
| Employer contribution / active EE | $8,289 | $5,243+58.1% | $4,814+72.2% | $4,740+74.9% |
| Participant deferral / active EE | $3,181 | $7,799-59.2% | $7,446-57.3% | $6,400-50.3% |
| Admin fee / account holder | $2,487 | $11,571-78.5% | $10,010-75.2% | $11,426-78.2% |