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 | $133,431 | $138,044-3.3% | $125,339+6.5% | $134,475-0.8% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -14.99% | 750.33%-765.3pp | 572.05%-587.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,940 | $5,243-63.0% | $4,814-59.7% | $4,740-59.1% |
| Participant deferral / active EE | $5,097 | $7,799-34.6% | $7,446-31.6% | $6,400-20.4% |
| Admin fee / account holder | $19,850 | $11,571+71.5% | $10,010+98.3% | $11,426+73.7% |