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 | $66,536 | $160,055-58.4% | $140,016-52.5% | $135,375-50.9% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -8.97% | 911.38%-920.3pp | 651.12%-660.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $4,970 | $6,420-22.6% | $5,606-11.4% | $4,779+4.0% |
| Participant deferral / active EE | $7,124 | $7,642-6.8% | $6,927+2.8% | $5,609+27.0% |
| Admin fee / account holder | $473 | $13,328-96.4% | $10,705-95.6% | $10,827-95.6% |