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 | $99,898 | $138,044-27.6% | $125,339-20.3% | $134,475-25.7% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -17.87% | 750.33%-768.2pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,286 | $5,243-37.3% | $4,814-31.7% | $4,740-30.7% |
| Participant deferral / active EE | $11,169 | $7,799+43.2% | $7,446+50.0% | $6,400+74.5% |
| Admin fee / account holder | $2,108 | $11,571-81.8% | $10,010-78.9% | $11,426-81.6% |