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 | $66,441 | $138,065-51.9% | $123,544-46.2% | $135,375-50.9% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -2.34% | 153.68%-156.0pp | 119.20%-121.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $2,299 | $5,151-55.4% | $4,628-50.3% | $4,779-51.9% |
| Participant deferral / active EE | $4,962 | $6,799-27.0% | $6,426-22.8% | $5,609-11.5% |
| Admin fee / account holder | $27,960 | $10,916+156.1% | $9,284+201.2% | $10,827+158.2% |