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 | $115,252 | $160,055-28.0% | $140,016-17.7% | $135,375-14.9% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.5%+5.8pp | 82.6%+10.7pp |
| Annual return | -3.26% | 911.38%-914.6pp | 651.12%-654.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $13,748 | $7,642+79.9% | $6,927+98.5% | $5,609+145.1% |
| Admin fee / account holder | $6,982 | $13,328-47.6% | $10,705-34.8% | $10,827-35.5% |