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 | $66,283 | $67,331-1.6% | $60,874+8.9% | $134,475-50.7% |
| Participation rate | 93.8% | 76.2%+17.6pp | 73.1%+20.6pp | 81.2%+12.5pp |
| Annual return | -16.28% | 49.93%-66.2pp | 16.90%-33.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $4,457 | $3,096+43.9% | $2,701+65.0% | $4,740-6.0% |
| Participant deferral / active EE | $10,401 | $4,538+129.2% | $3,817+172.5% | $6,400+62.5% |
| Admin fee / account holder | $8,024 | $4,582+75.1% | $3,224+148.9% | $11,426-29.8% |