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 | $40,701 | $138,044-70.5% | $125,339-67.5% | $134,475-69.7% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -19.00% | 750.33%-769.3pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,416 | $5,243-34.9% | $4,814-29.0% | $4,740-27.9% |
| Participant deferral / active EE | $10,086 | $7,799+29.3% | $7,446+35.5% | $6,400+57.6% |
| Admin fee / account holder | $855 | $11,571-92.6% | $10,010-91.5% | $11,426-92.5% |