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 | $55,523 | $106,543-47.9% | $91,220-39.1% | $134,475-58.7% |
| Participation rate | 92.9% | 76.8%+16.0pp | 73.2%+19.7pp | 81.2%+11.6pp |
| Annual return | -20.15% | 160.60%-180.8pp | 114.01%-134.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,824 | $3,331-45.2% | $2,850-36.0% | $4,740-61.5% |
| Participant deferral / active EE | $1,385 | $4,719-70.6% | $4,234-67.3% | $6,400-78.4% |
| Admin fee / account holder | $8,205 | $6,231+31.7% | $5,420+51.4% | $11,426-28.2% |