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 | $84,939 | $138,044-38.5% | $125,339-32.2% | $134,475-36.8% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -14.76% | 750.33%-765.1pp | 572.05%-586.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,473 | $5,243-52.8% | $4,814-48.6% | $4,740-47.8% |
| Participant deferral / active EE | $3,590 | $7,799-54.0% | $7,446-51.8% | $6,400-43.9% |
| Admin fee / account holder | $3,001 | $11,571-74.1% | $10,010-70.0% | $11,426-73.7% |