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 | $82,189 | $138,044-40.5% | $125,339-34.4% | $134,475-38.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -19.85% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,705 | $5,243-48.4% | $4,814-43.8% | $4,740-42.9% |
| Participant deferral / active EE | $11,841 | $7,799+51.8% | $7,446+59.0% | $6,400+85.0% |
| Admin fee / account holder | $2,323 | $11,571-79.9% | $10,010-76.8% | $11,426-79.7% |