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 | $134,256 | $138,044-2.7% | $125,339+7.1% | $134,475-0.2% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -11.55% | 750.33%-761.9pp | 572.05%-583.6pp | 417.96%-429.5pp |
| Employer contribution / active EE | $4,678 | $5,243-10.8% | $4,814-2.8% | $4,740-1.3% |
| Participant deferral / active EE | $9,885 | $7,799+26.8% | $7,446+32.8% | $6,400+54.5% |
| Admin fee / account holder | $67,875 | $11,571+486.6% | $10,010+578.1% | $11,426+494.0% |