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 | $91,818 | $138,044-33.5% | $125,339-26.7% | $134,475-31.7% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -16.78% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $4,060 | $5,243-22.6% | $4,814-15.6% | $4,740-14.3% |
| Participant deferral / active EE | $4,125 | $7,799-47.1% | $7,446-44.6% | $6,400-35.5% |
| Admin fee / account holder | $2,864 | $11,571-75.3% | $10,010-71.4% | $11,426-74.9% |