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 | $43,911 | $138,044-68.2% | $125,339-65.0% | $134,475-67.3% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -14.17% | 750.33%-764.5pp | 572.05%-586.2pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,554 | $5,243-51.3% | $4,814-47.0% | $4,740-46.1% |
| Participant deferral / active EE | $5,475 | $7,799-29.8% | $7,446-26.5% | $6,400-14.5% |
| Admin fee / account holder | $15,420 | $11,571+33.3% | $10,010+54.1% | $11,426+35.0% |