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 | $48,275 | $90,600-46.7% | $79,464-39.2% | $135,375-64.3% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -7.31% | 977.43%-984.7pp | 718.14%-725.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,564 | $3,068-49.0% | $2,800-44.1% | $4,779-67.3% |
| Participant deferral / active EE | $3,651 | $4,050-9.9% | $3,704-1.4% | $5,609-34.9% |
| Admin fee / account holder | $2,613 | $5,907-55.8% | $5,113-48.9% | $10,827-75.9% |