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 | $49,439 | $138,044-64.2% | $125,339-60.6% | $134,475-63.2% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -18.03% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,622 | $5,243-69.1% | $4,814-66.3% | $4,740-65.8% |
| Participant deferral / active EE | $5,820 | $7,799-25.4% | $7,446-21.8% | $6,400-9.1% |
| Admin fee / account holder | $5,043 | $11,571-56.4% | $10,010-49.6% | $11,426-55.9% |