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 | $46,011 | $138,044-66.7% | $125,339-63.3% | $134,475-65.8% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -18.25% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,617 | $5,243-50.1% | $4,814-45.6% | $4,740-44.8% |
| Participant deferral / active EE | $6,038 | $7,799-22.6% | $7,446-18.9% | $6,400-5.7% |
| Admin fee / account holder | $2,012 | $11,571-82.6% | $10,010-79.9% | $11,426-82.4% |