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 4-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 | $82,412 | $138,044-40.3% | $125,339-34.2% | $134,475-38.7% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -13.58% | 750.33%-763.9pp | 572.05%-585.6pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,340 | $5,243-55.4% | $4,814-51.4% | $4,740-50.6% |
| Participant deferral / active EE | $6,279 | $7,799-19.5% | $7,446-15.7% | $6,400-1.9% |
| Admin fee / account holder | $28,902 | $11,571+149.8% | $10,010+188.7% | $11,426+152.9% |