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 | $68,397 | $138,065-50.5% | $123,544-44.6% | $135,375-49.5% |
| Participation rate | 95.0% | 84.7%+10.3pp | 82.3%+12.7pp | 82.6%+12.4pp |
| Annual return | -6.60% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,673 | $5,151-48.1% | $4,628-42.2% | $4,779-44.1% |
| Participant deferral / active EE | $10,111 | $6,799+48.7% | $6,426+57.4% | $5,609+80.3% |
| Admin fee / account holder | $613 | $10,916-94.4% | $9,284-93.4% | $10,827-94.3% |