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 | $76,565 | $138,044-44.5% | $125,339-38.9% | $134,475-43.1% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -12.17% | 750.33%-762.5pp | 572.05%-584.2pp | 417.96%-430.1pp |
| Employer contribution / active EE | $2,589 | $5,243-50.6% | $4,814-46.2% | $4,740-45.4% |
| Participant deferral / active EE | $4,999 | $7,799-35.9% | $7,446-32.9% | $6,400-21.9% |
| Admin fee / account holder | $1,294 | $11,571-88.8% | $10,010-87.1% | $11,426-88.7% |