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 | $112,506 | $138,044-18.5% | $125,339-10.2% | $134,475-16.3% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -15.69% | 750.33%-766.0pp | 572.05%-587.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,224 | $5,243-57.6% | $4,814-53.8% | $4,740-53.1% |
| Participant deferral / active EE | $7,432 | $7,799-4.7% | $7,446-0.2% | $6,400+16.1% |
| Admin fee / account holder | $1,142 | $11,571-90.1% | $10,010-88.6% | $11,426-90.0% |