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 | $83,879 | $160,055-47.6% | $140,016-40.1% | $135,375-38.0% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.5%+6.6pp | 82.6%+11.5pp |
| Annual return | -9.02% | 911.38%-920.4pp | 651.12%-660.1pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,043 | $6,420-68.2% | $5,606-63.5% | $4,779-57.2% |
| Participant deferral / active EE | $5,202 | $7,642-31.9% | $6,927-24.9% | $5,609-7.2% |
| Admin fee / account holder | $633 | $13,328-95.3% | $10,705-94.1% | $10,827-94.2% |