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 | $44,770 | $84,487-47.0% | $125,339-64.3% | $66,914-33.1% |
| Participation rate | 96.5% | 76.4%+20.1pp | 82.4%+14.2pp | 69.8%+26.7pp |
| Annual return | -8.88% | -8.39%-0.5pp | 572.05%-580.9pp | 1.58%-10.5pp |
| Employer contribution / active EE | $2,301 | $3,553-35.2% | $4,814-52.2% | $2,544-9.5% |
| Participant deferral / active EE | $9,049 | $6,781+33.4% | $7,446+21.5% | $4,237+113.6% |
| Admin fee / account holder | $3,856 | $685+462.9% | $10,010-61.5% | $593+550.0% |