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 | $23,983 | $138,065-82.6% | $123,544-80.6% | $135,375-82.3% |
| Participation rate | 95.8% | 84.7%+11.1pp | 82.3%+13.5pp | 82.6%+13.2pp |
| Annual return | -7.71% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $4,167 | $5,151-19.1% | $4,628-10.0% | $4,779-12.8% |
| Participant deferral / active EE | $2,316 | $6,799-65.9% | $6,426-64.0% | $5,609-58.7% |
| Admin fee / account holder | $961 | $10,916-91.2% | $9,284-89.6% | $10,827-91.1% |