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 | $116,028 | $92,703+25.2% | $82,719+40.3% | $134,475-13.7% |
| Participation rate | 89.5% | 75.2%+14.3pp | 72.6%+16.9pp | 81.2%+8.3pp |
| Annual return | -16.78% | 944.92%-961.7pp | 701.18%-718.0pp | 417.96%-434.7pp |
| Employer contribution / active EE | $4,330 | $3,274+32.3% | $3,009+43.9% | $4,740-8.6% |
| Participant deferral / active EE | $6,826 | $4,802+42.2% | $4,395+55.3% | $6,400+6.7% |
| Admin fee / account holder | $11,655 | $5,983+94.8% | $5,329+118.7% | $11,426+2.0% |