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 | $74,299 | $106,543-30.3% | $91,220-18.5% | $134,475-44.7% |
| Participation rate | 82.4% | 76.8%+5.5pp | 73.2%+9.2pp | 81.2%+1.1pp |
| Annual return | -14.56% | 160.60%-175.2pp | 114.01%-128.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,880 | $3,331-43.6% | $2,850-34.0% | $4,740-60.3% |
| Participant deferral / active EE | $5,230 | $4,719+10.8% | $4,234+23.5% | $6,400-18.3% |
| Admin fee / account holder | $7,446 | $6,231+19.5% | $5,420+37.4% | $11,426-34.8% |