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 | $69,456 | $138,065-49.7% | $123,544-43.8% | $135,375-48.7% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -5.99% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $3,700 | $5,151-28.2% | $4,628-20.1% | $4,779-22.6% |
| Participant deferral / active EE | $6,480 | $6,799-4.7% | $6,426+0.8% | $5,609+15.5% |
| Admin fee / account holder | $424 | $10,916-96.1% | $9,284-95.4% | $10,827-96.1% |