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 | $99,793 | $138,044-27.7% | $125,339-20.4% | $134,475-25.8% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -18.07% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,269 | $5,243-56.7% | $4,814-52.9% | $4,740-52.1% |
| Participant deferral / active EE | $4,424 | $7,799-43.3% | $7,446-40.6% | $6,400-30.9% |
| Admin fee / account holder | $41,121 | $11,571+255.4% | $10,010+310.8% | $11,426+259.9% |