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 | $56,297 | $138,065-59.2% | $123,544-54.4% | $135,375-58.4% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -6.30% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,996 | $5,151-61.3% | $4,628-56.9% | $4,779-58.2% |
| Participant deferral / active EE | $4,228 | $6,799-37.8% | $6,426-34.2% | $5,609-24.6% |
| Admin fee / account holder | $375 | $10,916-96.6% | $9,284-96.0% | $10,827-96.5% |