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 | $101,732 | $138,044-26.3% | $125,339-18.8% | $134,475-24.3% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -16.96% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,046 | $5,243-61.0% | $4,814-57.5% | $4,740-56.8% |
| Participant deferral / active EE | $6,381 | $7,799-18.2% | $7,446-14.3% | $6,400-0.3% |
| Admin fee / account holder | $1,697 | $11,571-85.3% | $10,010-83.1% | $11,426-85.2% |