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 | $61,643 | $138,044-55.3% | $125,339-50.8% | $134,475-54.2% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -13.51% | 750.33%-763.8pp | 572.05%-585.6pp | 417.96%-431.5pp |
| Employer contribution / active EE | $3,800 | $5,243-27.5% | $4,814-21.1% | $4,740-19.8% |
| Participant deferral / active EE | $9,040 | $7,799+15.9% | $7,446+21.4% | $6,400+41.3% |
| Admin fee / account holder | $1,534 | $11,571-86.7% | $10,010-84.7% | $11,426-86.6% |