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 | $58,105 | $138,044-57.9% | $125,339-53.6% | $134,475-56.8% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -18.89% | 750.33%-769.2pp | 572.05%-590.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $5,512 | $5,243+5.1% | $4,814+14.5% | $4,740+16.3% |
| Participant deferral / active EE | $17,909 | $7,799+129.6% | $7,446+140.5% | $6,400+179.8% |
| Admin fee / account holder | $8,496 | $11,571-26.6% | $10,010-15.1% | $11,426-25.6% |