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 | $133,338 | $138,044-3.4% | $125,339+6.4% | $134,475-0.8% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -10.15% | 750.33%-760.5pp | 572.05%-582.2pp | 417.96%-428.1pp |
| Employer contribution / active EE | $7,991 | $5,243+52.4% | $4,814+66.0% | $4,740+68.6% |
| Participant deferral / active EE | $8,047 | $7,799+3.2% | $7,446+8.1% | $6,400+25.7% |
| Admin fee / account holder | $1,223 | $11,571-89.4% | $10,010-87.8% | $11,426-89.3% |