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 | $42,299 | $138,044-69.4% | $125,339-66.3% | $134,475-68.5% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | -16.93% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,059 | $5,243-60.7% | $4,814-57.2% | $4,740-56.6% |
| Participant deferral / active EE | $3,998 | $7,799-48.7% | $7,446-46.3% | $6,400-37.5% |
| Admin fee / account holder | $551 | $11,571-95.2% | $10,010-94.5% | $11,426-95.2% |