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 | $48,337 | $92,703-47.9% | $82,719-41.6% | $134,475-64.1% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -15.28% | 944.92%-960.2pp | 701.18%-716.5pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,679 | $3,274-48.7% | $3,009-44.2% | $4,740-64.6% |
| Participant deferral / active EE | $4,643 | $4,802-3.3% | $4,395+5.6% | $6,400-27.5% |
| Admin fee / account holder | $2,325 | $5,983-61.1% | $5,329-56.4% | $11,426-79.7% |