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 | $55,356 | $138,044-59.9% | $125,339-55.8% | $134,475-58.8% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -15.77% | 750.33%-766.1pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,083 | $5,243-41.2% | $4,814-36.0% | $4,740-35.0% |
| Participant deferral / active EE | $7,470 | $7,799-4.2% | $7,446+0.3% | $6,400+16.7% |
| Admin fee / account holder | $423 | $11,571-96.3% | $10,010-95.8% | $11,426-96.3% |