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 | $24,783 | $138,044-82.0% | $125,339-80.2% | $134,475-81.6% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -17.84% | 750.33%-768.2pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,750 | $5,243-66.6% | $4,814-63.6% | $4,740-63.1% |
| Participant deferral / active EE | $5,405 | $7,799-30.7% | $7,446-27.4% | $6,400-15.5% |
| Admin fee / account holder | $546 | $11,571-95.3% | $10,010-94.5% | $11,426-95.2% |