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 | $32,785 | $138,044-76.3% | $125,339-73.8% | $134,475-75.6% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -18.18% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,065 | $5,243-60.6% | $4,814-57.1% | $4,740-56.4% |
| Participant deferral / active EE | $3,099 | $7,799-60.3% | $7,446-58.4% | $6,400-51.6% |
| Admin fee / account holder | $846 | $11,571-92.7% | $10,010-91.5% | $11,426-92.6% |