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 | $70,737 | $138,044-48.8% | $125,339-43.6% | $134,475-47.4% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -17.72% | 750.33%-768.0pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,582 | $5,243-50.8% | $4,814-46.4% | $4,740-45.5% |
| Participant deferral / active EE | $6,178 | $7,799-20.8% | $7,446-17.0% | $6,400-3.5% |
| Admin fee / account holder | $1,007 | $11,571-91.3% | $10,010-89.9% | $11,426-91.2% |