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 | $60,740 | $67,331-9.8% | $60,874-0.2% | $134,475-54.8% |
| Participation rate | 95.2% | 76.2%+19.1pp | 73.1%+22.1pp | 81.2%+14.0pp |
| Annual return | -9.95% | 49.93%-59.9pp | 16.90%-26.8pp | 417.96%-427.9pp |
| Employer contribution / active EE | $5,921 | $3,096+91.2% | $2,701+119.2% | $4,740+24.9% |
| Participant deferral / active EE | $2,726 | $4,538-39.9% | $3,817-28.6% | $6,400-57.4% |
| Admin fee / account holder | $2,202 | $4,582-51.9% | $3,224-31.7% | $11,426-80.7% |