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 | $95,955 | $138,044-30.5% | $125,339-23.4% | $134,475-28.6% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -16.48% | 750.33%-766.8pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $4,495 | $5,243-14.3% | $4,814-6.6% | $4,740-5.2% |
| Participant deferral / active EE | $10,508 | $7,799+34.7% | $7,446+41.1% | $6,400+64.2% |
| Admin fee / account holder | $1,137 | $11,571-90.2% | $10,010-88.6% | $11,426-90.1% |