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 | $24,748 | $138,044-82.1% | $125,339-80.3% | $134,475-81.6% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -19.63% | 750.33%-770.0pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $6,040 | $5,243+15.2% | $4,814+25.5% | $4,740+27.4% |
| Participant deferral / active EE | $6,775 | $7,799-13.1% | $7,446-9.0% | $6,400+5.9% |
| Admin fee / account holder | $5,129 | $11,571-55.7% | $10,010-48.8% | $11,426-55.1% |