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 | $101,021 | $138,044-26.8% | $125,339-19.4% | $134,475-24.9% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -17.80% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,558 | $5,243-32.1% | $4,814-26.1% | $4,740-24.9% |
| Participant deferral / active EE | $7,960 | $7,799+2.1% | $7,446+6.9% | $6,400+24.4% |
| Admin fee / account holder | $591 | $11,571-94.9% | $10,010-94.1% | $11,426-94.8% |