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 | $56,777 | $92,703-38.8% | $82,719-31.4% | $134,475-57.8% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -16.95% | 944.92%-961.9pp | 701.18%-718.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $4,797 | $3,274+46.5% | $3,009+59.4% | $4,740+1.2% |
| Participant deferral / active EE | $5,680 | $4,802+18.3% | $4,395+29.2% | $6,400-11.3% |
| Admin fee / account holder | $10,464 | $5,983+74.9% | $5,329+96.4% | $11,426-8.4% |