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 | $92,679 | $92,7030% | $82,719+12.0% | $134,475-31.1% |
| Participation rate | 95.5% | 75.2%+20.3pp | 72.6%+22.9pp | 81.2%+14.2pp |
| Annual return | -14.41% | 944.92%-959.3pp | 701.18%-715.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $587 | $3,274-82.1% | $3,009-80.5% | $4,740-87.6% |
| Participant deferral / active EE | $11,409 | $4,802+137.6% | $4,395+159.6% | $6,400+78.3% |
| Admin fee / account holder | $17,633 | $5,983+194.7% | $5,329+230.9% | $11,426+54.3% |