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 | $46,401 | $92,703-49.9% | $82,719-43.9% | $134,475-65.5% |
| Participation rate | 94.1% | 75.2%+18.9pp | 72.6%+21.6pp | 81.2%+12.9pp |
| Annual return | -19.32% | 944.92%-964.2pp | 701.18%-720.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $4,205 | $3,274+28.5% | $3,009+39.8% | $4,740-11.3% |
| Participant deferral / active EE | $5,640 | $4,802+17.5% | $4,395+28.3% | $6,400-11.9% |
| Admin fee / account holder | $1,177 | $5,983-80.3% | $5,329-77.9% | $11,426-89.7% |