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 | $61,192 | $138,065-55.7% | $123,544-50.5% | $135,375-54.8% |
| Participation rate | 95.0% | 84.7%+10.3pp | 82.3%+12.7pp | 82.6%+12.4pp |
| Annual return | -3.09% | 153.68%-156.8pp | 119.20%-122.3pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,348 | $5,151-73.8% | $4,628-70.9% | $4,779-71.8% |
| Participant deferral / active EE | $2,592 | $6,799-61.9% | $6,426-59.7% | $5,609-53.8% |
| Admin fee / account holder | $14,465 | $10,916+32.5% | $9,284+55.8% | $10,827+33.6% |