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 | $46,730 | $92,703-49.6% | $82,719-43.5% | $134,475-65.3% |
| Participation rate | 76.5% | 75.2%+1.3pp | 72.6%+3.9pp | 81.2%-4.8pp |
| Annual return | -17.51% | 944.92%-962.4pp | 701.18%-718.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,831 | $3,274-44.1% | $3,009-39.1% | $4,740-61.4% |
| Participant deferral / active EE | $4,427 | $4,802-7.8% | $4,395+0.7% | $6,400-30.8% |
| Admin fee / account holder | $813 | $5,983-86.4% | $5,329-84.7% | $11,426-92.9% |