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 | $119,613 | $138,044-13.4% | $125,339-4.6% | $134,475-11.1% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -18.31% | 750.33%-768.6pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $5,101 | $5,243-2.7% | $4,814+6.0% | $4,740+7.6% |
| Participant deferral / active EE | $13,133 | $7,799+68.4% | $7,446+76.4% | $6,400+105.2% |
| Admin fee / account holder | $2,414 | $11,571-79.1% | $10,010-75.9% | $11,426-78.9% |