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 | $124,362 | $138,044-9.9% | $125,339-0.8% | $134,475-7.5% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -15.19% | 750.33%-765.5pp | 572.05%-587.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,608 | $5,243-31.2% | $4,814-25.1% | $4,740-23.9% |
| Participant deferral / active EE | $13,324 | $7,799+70.8% | $7,446+78.9% | $6,400+108.2% |
| Admin fee / account holder | $15,779 | $11,571+36.4% | $10,010+57.6% | $11,426+38.1% |