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 4-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 | $27,501 | $138,044-80.1% | $125,339-78.1% | $134,475-79.5% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -18.03% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,389 | $5,243-54.4% | $4,814-50.4% | $4,740-49.6% |
| Participant deferral / active EE | $5,438 | $7,799-30.3% | $7,446-27.0% | $6,400-15.0% |
| Admin fee / account holder | $5,186 | $11,571-55.2% | $10,010-48.2% | $11,426-54.6% |