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 | $109,529 | $138,044-20.7% | $125,339-12.6% | $134,475-18.6% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -14.95% | 750.33%-765.3pp | 572.05%-587.0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $3,744 | $5,243-28.6% | $4,814-22.2% | $4,740-21.0% |
| Participant deferral / active EE | $11,780 | $7,799+51.0% | $7,446+58.2% | $6,400+84.1% |
| Admin fee / account holder | $1,292 | $11,571-88.8% | $10,010-87.1% | $11,426-88.7% |