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 | $36,282 | $92,703-60.9% | $82,719-56.1% | $134,475-73.0% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -20.32% | 944.92%-965.2pp | 701.18%-721.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,639 | $3,274-19.4% | $3,009-12.3% | $4,740-44.3% |
| Participant deferral / active EE | $3,529 | $4,802-26.5% | $4,395-19.7% | $6,400-44.9% |
| Admin fee / account holder | $1,073 | $5,983-82.1% | $5,329-79.9% | $11,426-90.6% |