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 | $122,652 | $138,044-11.2% | $125,339-2.1% | $134,475-8.8% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -20.67% | 750.33%-771.0pp | 572.05%-592.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $3,653 | $5,243-30.3% | $4,814-24.1% | $4,740-22.9% |
| Participant deferral / active EE | $9,227 | $7,799+18.3% | $7,446+23.9% | $6,400+44.2% |
| Admin fee / account holder | $4,340 | $11,571-62.5% | $10,010-56.6% | $11,426-62.0% |