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 | $21,727 | $138,044-84.3% | $125,339-82.7% | $134,475-83.8% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -16.38% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,417 | $5,243-53.9% | $4,814-49.8% | $4,740-49.0% |
| Participant deferral / active EE | $3,346 | $7,799-57.1% | $7,446-55.1% | $6,400-47.7% |
| Admin fee / account holder | $24,079 | $11,571+108.1% | $10,010+140.6% | $11,426+110.7% |