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 | $26,799 | $138,065-80.6% | $123,544-78.3% | $135,375-80.2% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -7.89% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,488 | $5,151-51.7% | $4,628-46.2% | $4,779-47.9% |
| Participant deferral / active EE | $5,107 | $6,799-24.9% | $6,426-20.5% | $5,609-8.9% |
| Admin fee / account holder | $355 | $10,916-96.7% | $9,284-96.2% | $10,827-96.7% |