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 | $65,453 | $138,044-52.6% | $125,339-47.8% | $134,475-51.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -14.34% | 750.33%-764.7pp | 572.05%-586.4pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,739 | $5,243-66.8% | $4,814-63.9% | $4,740-63.3% |
| Participant deferral / active EE | $10,026 | $7,799+28.6% | $7,446+34.6% | $6,400+56.7% |
| Admin fee / account holder | $60,260 | $11,571+420.8% | $10,010+502.0% | $11,426+427.4% |