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 | $113,423 | $138,044-17.8% | $125,339-9.5% | $134,475-15.7% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -20.25% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,346 | $5,243-55.3% | $4,814-51.3% | $4,740-50.5% |
| Participant deferral / active EE | $9,870 | $7,799+26.6% | $7,446+32.6% | $6,400+54.2% |
| Admin fee / account holder | $605 | $11,571-94.8% | $10,010-94.0% | $11,426-94.7% |