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 | $107,400 | $138,044-22.2% | $125,339-14.3% | $134,475-20.1% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -17.31% | 750.33%-767.6pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,787 | $5,243-27.8% | $4,814-21.3% | $4,740-20.1% |
| Participant deferral / active EE | $12,845 | $7,799+64.7% | $7,446+72.5% | $6,400+100.7% |
| Admin fee / account holder | $1,245 | $11,571-89.2% | $10,010-87.6% | $11,426-89.1% |