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 | $70,323 | $92,703-24.1% | $82,719-15.0% | $134,475-47.7% |
| Participation rate | 95.2% | 75.2%+20.0pp | 72.6%+22.7pp | 81.2%+14.0pp |
| Annual return | -16.55% | 944.92%-961.5pp | 701.18%-717.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $4,106 | $3,274+25.4% | $3,009+36.5% | $4,740-13.4% |
| Participant deferral / active EE | $8,166 | $4,802+70.1% | $4,395+85.8% | $6,400+27.6% |
| Admin fee / account holder | $9,344 | $5,983+56.2% | $5,329+75.3% | $11,426-18.2% |