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 | $81,711 | $138,044-40.8% | $125,339-34.8% | $134,475-39.2% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -20.04% | 750.33%-770.4pp | 572.05%-592.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $4,324 | $5,243-17.5% | $4,814-10.2% | $4,740-8.8% |
| Participant deferral / active EE | $12,594 | $7,799+61.5% | $7,446+69.1% | $6,400+96.8% |
| Admin fee / account holder | $2,935 | $11,571-74.6% | $10,010-70.7% | $11,426-74.3% |