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 | $42,161 | $138,044-69.5% | $125,339-66.4% | $134,475-68.6% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -18.05% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $5,458 | $5,243+4.1% | $4,814+13.4% | $4,740+15.1% |
| Participant deferral / active EE | $11,568 | $7,799+48.3% | $7,446+55.3% | $6,400+80.8% |
| Admin fee / account holder | $615 | $11,571-94.7% | $10,010-93.9% | $11,426-94.6% |