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 | $72,490 | $138,044-47.5% | $125,339-42.2% | $134,475-46.1% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -10.90% | 750.33%-761.2pp | 572.05%-583.0pp | 417.96%-428.9pp |
| Employer contribution / active EE | $8,550 | $5,243+63.1% | $4,814+77.6% | $4,740+80.4% |
| Participant deferral / active EE | $5,915 | $7,799-24.2% | $7,446-20.6% | $6,400-7.6% |
| Admin fee / account holder | $5,389 | $11,571-53.4% | $10,010-46.2% | $11,426-52.8% |