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 | $34,701 | $106,543-67.4% | $91,220-62.0% | $134,475-74.2% |
| Participation rate | 81.8% | 76.8%+5.0pp | 73.2%+8.6pp | 81.2%+0.6pp |
| Annual return | -16.54% | 160.60%-177.1pp | 114.01%-130.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,017 | $3,331-69.5% | $2,850-64.3% | $4,740-78.5% |
| Participant deferral / active EE | $3,665 | $4,719-22.3% | $4,234-13.4% | $6,400-42.7% |
| Admin fee / account holder | $13,055 | $6,231+109.5% | $5,420+140.9% | $11,426+14.3% |