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 | $60,462 | $97,757-38.2% | $83,848-27.9% | $135,375-55.3% |
| Participation rate | 81.0% | 80.0%+1.0pp | 76.1%+4.8pp | 82.6%-1.7pp |
| Annual return | -5.76% | 1287.37%-1293.1pp | 850.88%-856.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,075 | $4,222-50.8% | $3,631-42.8% | $4,779-56.6% |
| Participant deferral / active EE | $3,727 | $4,682-20.4% | $4,082-8.7% | $5,609-33.6% |
| Admin fee / account holder | $22,216 | $6,674+232.9% | $5,478+305.5% | $10,827+105.2% |