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 | $49,110 | $138,044-64.4% | $125,339-60.8% | $134,475-63.5% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -16.89% | 750.33%-767.2pp | 572.05%-588.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,188 | $5,243-58.3% | $4,814-54.6% | $4,740-53.8% |
| Participant deferral / active EE | $8,667 | $7,799+11.1% | $7,446+16.4% | $6,400+35.4% |
| Admin fee / account holder | $10,439 | $11,571-9.8% | $10,010+4.3% | $11,426-8.6% |