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 4-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 | $64,245 | $138,044-53.5% | $125,339-48.7% | $134,475-52.2% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -18.99% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $4,112 | $5,243-21.6% | $4,814-14.6% | $4,740-13.3% |
| Participant deferral / active EE | $10,768 | $7,799+38.1% | $7,446+44.6% | $6,400+68.3% |
| Admin fee / account holder | $3,163 | $11,571-72.7% | $10,010-68.4% | $11,426-72.3% |