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 5-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 | $66,374 | $138,044-51.9% | $125,339-47.0% | $134,475-50.6% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -18.77% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,234 | $5,243-38.3% | $4,814-32.8% | $4,740-31.8% |
| Participant deferral / active EE | $9,444 | $7,799+21.1% | $7,446+26.8% | $6,400+47.6% |
| Admin fee / account holder | $321 | $11,571-97.2% | $10,010-96.8% | $11,426-97.2% |