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 | $98,312 | $138,044-28.8% | $125,339-21.6% | $134,475-26.9% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -19.03% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $5,033 | $5,243-4.0% | $4,814+4.6% | $4,740+6.2% |
| Participant deferral / active EE | $4,907 | $7,799-37.1% | $7,446-34.1% | $6,400-23.3% |
| Admin fee / account holder | $915 | $11,571-92.1% | $10,010-90.9% | $11,426-92.0% |