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 | $45,129 | $92,703-51.3% | $82,719-45.4% | $134,475-66.4% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -19.50% | 944.92%-964.4pp | 701.18%-720.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $6,021 | $3,274+83.9% | $3,009+100.1% | $4,740+27.0% |
| Participant deferral / active EE | $5,283 | $4,802+10.0% | $4,395+20.2% | $6,400-17.4% |
| Admin fee / account holder | $2,860 | $5,983-52.2% | $5,329-46.3% | $11,426-75.0% |