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 | $55,931 | $138,044-59.5% | $125,339-55.4% | $134,475-58.4% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -18.93% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $4,078 | $5,243-22.2% | $4,814-15.3% | $4,740-14.0% |
| Participant deferral / active EE | $7,361 | $7,799-5.6% | $7,446-1.1% | $6,400+15.0% |
| Admin fee / account holder | $20,150 | $11,571+74.1% | $10,010+101.3% | $11,426+76.4% |