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 | $31,059 | $92,703-66.5% | $82,719-62.5% | $134,475-76.9% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -17.88% | 944.92%-962.8pp | 701.18%-719.1pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,598 | $3,274+9.9% | $3,009+19.6% | $4,740-24.1% |
| Participant deferral / active EE | $5,598 | $4,802+16.6% | $4,395+27.4% | $6,400-12.5% |
| Admin fee / account holder | $909 | $5,983-84.8% | $5,329-82.9% | $11,426-92.0% |