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 | $56,766 | $138,044-58.9% | $125,339-54.7% | $134,475-57.8% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -15.04% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,055 | $5,243-60.8% | $4,814-57.3% | $4,740-56.6% |
| Participant deferral / active EE | $5,585 | $7,799-28.4% | $7,446-25.0% | $6,400-12.7% |
| Admin fee / account holder | $10,122 | $11,571-12.5% | $10,010+1.1% | $11,426-11.4% |