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 | $95,241 | $138,044-31.0% | $125,339-24.0% | $134,475-29.2% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -12.65% | 750.33%-763.0pp | 572.05%-584.7pp | 417.96%-430.6pp |
| Employer contribution / active EE | $3,768 | $5,243-28.1% | $4,814-21.7% | $4,740-20.5% |
| Participant deferral / active EE | $13,678 | $7,799+75.4% | $7,446+83.7% | $6,400+113.7% |
| Admin fee / account holder | $31,728 | $11,571+174.2% | $10,010+217.0% | $11,426+177.7% |