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 | $50,868 | $84,402-39.7% | $61,373-17.1% | $134,475-62.2% |
| Participation rate | 93.8% | 62.2%+31.5pp | 52.6%+41.2pp | 81.2%+12.5pp |
| Annual return | -16.96% | 584.55%-601.5pp | 338.61%-355.6pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,048 | $1,544+32.6% | $1,159+76.6% | $4,740-56.8% |
| Participant deferral / active EE | $8,098 | $2,819+187.3% | $2,125+281.1% | $6,400+26.5% |
| Admin fee / account holder | $8,005 | $2,585+209.6% | $2,130+275.9% | $11,426-29.9% |