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 | $104,564 | $138,044-24.3% | $125,339-16.6% | $134,475-22.2% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -17.44% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,830 | $5,243-46.0% | $4,814-41.2% | $4,740-40.3% |
| Participant deferral / active EE | $9,740 | $7,799+24.9% | $7,446+30.8% | $6,400+52.2% |
| Admin fee / account holder | $1,603 | $11,571-86.1% | $10,010-84.0% | $11,426-86.0% |