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 7-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 | $29,506 | $138,044-78.6% | $125,339-76.5% | $134,475-78.1% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -5.08% | 750.33%-755.4pp | 572.05%-577.1pp | 417.96%-423.0pp |
| Employer contribution / active EE | $4,583 | $5,243-12.6% | $4,814-4.8% | $4,740-3.3% |
| Participant deferral / active EE | $11,332 | $7,799+45.3% | $7,446+52.2% | $6,400+77.1% |
| Admin fee / account holder | $7,056 | $11,571-39.0% | $10,010-29.5% | $11,426-38.2% |