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 | $75,805 | $160,055-52.6% | $140,016-45.9% | $135,375-44.0% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -3.89% | 911.38%-915.3pp | 651.12%-655.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $8,199 | $6,420+27.7% | $5,606+46.3% | $4,779+71.6% |
| Participant deferral / active EE | $3,881 | $7,642-49.2% | $6,927-44.0% | $5,609-30.8% |
| Admin fee / account holder | $4,590 | $13,328-65.6% | $10,705-57.1% | $10,827-57.6% |