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 3-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 | $30,832 | $138,044-77.7% | $125,339-75.4% | $134,475-77.1% |
| Participation rate | 90.5% | 84.5%+6.0pp | 82.4%+8.1pp | 81.2%+9.3pp |
| Annual return | -16.76% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,106 | $5,243-59.8% | $4,814-56.3% | $4,740-55.6% |
| Participant deferral / active EE | $3,456 | $7,799-55.7% | $7,446-53.6% | $6,400-46.0% |
| Admin fee / account holder | $1,215 | $11,571-89.5% | $10,010-87.9% | $11,426-89.4% |