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 | $22,647 | $138,044-83.6% | $125,339-81.9% | $134,475-83.2% |
| Participation rate | 95.2% | 84.5%+10.8pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -17.42% | 750.33%-767.7pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,582 | $5,243-50.8% | $4,814-46.4% | $4,740-45.5% |
| Participant deferral / active EE | $7,399 | $7,799-5.1% | $7,446-0.6% | $6,400+15.6% |
| Admin fee / account holder | $2,129 | $11,571-81.6% | $10,010-78.7% | $11,426-81.4% |