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 | $44,309 | $92,703-52.2% | $82,719-46.4% | $134,475-67.1% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -16.98% | 944.92%-961.9pp | 701.18%-718.2pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,783 | $3,274-45.5% | $3,009-40.7% | $4,740-62.4% |
| Participant deferral / active EE | $4,881 | $4,802+1.6% | $4,395+11.1% | $6,400-23.7% |
| Admin fee / account holder | $1,023 | $5,983-82.9% | $5,329-80.8% | $11,426-91.0% |