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 | $50,323 | $138,044-63.5% | $125,339-59.9% | $134,475-62.6% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -18.18% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $7,561 | $5,243+44.2% | $4,814+57.1% | $4,740+59.5% |
| Participant deferral / active EE | $10,120 | $7,799+29.8% | $7,446+35.9% | $6,400+58.1% |
| Admin fee / account holder | $1,340 | $11,571-88.4% | $10,010-86.6% | $11,426-88.3% |