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 | $68,104 | $138,065-50.7% | $123,544-44.9% | $135,375-49.7% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -6.72% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $2,525 | $5,151-51.0% | $4,628-45.4% | $4,779-47.2% |
| Participant deferral / active EE | $7,269 | $6,799+6.9% | $6,426+13.1% | $5,609+29.6% |
| Admin fee / account holder | $564 | $10,916-94.8% | $9,284-93.9% | $10,827-94.8% |