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 | $88,067 | $138,044-36.2% | $125,339-29.7% | $134,475-34.5% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -16.78% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,012 | $5,243-61.6% | $4,814-58.2% | $4,740-57.6% |
| Participant deferral / active EE | $6,518 | $7,799-16.4% | $7,446-12.5% | $6,400+1.9% |
| Admin fee / account holder | $13,288 | $11,571+14.8% | $10,010+32.8% | $11,426+16.3% |