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 | $98,262 | $138,044-28.8% | $125,339-21.6% | $134,475-26.9% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -16.08% | 750.33%-766.4pp | 572.05%-588.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,211 | $5,243-57.8% | $4,814-54.1% | $4,740-53.4% |
| Participant deferral / active EE | $8,769 | $7,799+12.4% | $7,446+17.8% | $6,400+37.0% |
| Admin fee / account holder | $17,171 | $11,571+48.4% | $10,010+71.5% | $11,426+50.3% |