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 | $41,691 | $138,044-69.8% | $125,339-66.7% | $134,475-69.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -14.59% | 750.33%-764.9pp | 572.05%-586.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,071 | $5,243-79.6% | $4,814-77.8% | $4,740-77.4% |
| Participant deferral / active EE | $4,628 | $7,799-40.7% | $7,446-37.9% | $6,400-27.7% |
| Admin fee / account holder | $521 | $11,571-95.5% | $10,010-94.8% | $11,426-95.4% |