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 6-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 | $78,234 | $138,044-43.3% | $125,339-37.6% | $134,475-41.8% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.25% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,697 | $5,243-67.6% | $4,814-64.8% | $4,740-64.2% |
| Participant deferral / active EE | $2,837 | $7,799-63.6% | $7,446-61.9% | $6,400-55.7% |
| Admin fee / account holder | $4,522 | $11,571-60.9% | $10,010-54.8% | $11,426-60.4% |