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 | $60,617 | $138,044-56.1% | $125,339-51.6% | $134,475-54.9% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -16.28% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,124 | $5,243-78.6% | $4,814-76.7% | $4,740-76.3% |
| Participant deferral / active EE | $8,868 | $7,799+13.7% | $7,446+19.1% | $6,400+38.6% |
| Admin fee / account holder | $13,411 | $11,571+15.9% | $10,010+34.0% | $11,426+17.4% |