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 | $71,047 | $138,044-48.5% | $125,339-43.3% | $134,475-47.2% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -19.17% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,614 | $5,243-69.2% | $4,814-66.5% | $4,740-65.9% |
| Participant deferral / active EE | $4,332 | $7,799-44.5% | $7,446-41.8% | $6,400-32.3% |
| Admin fee / account holder | $685 | $11,571-94.1% | $10,010-93.2% | $11,426-94.0% |