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 | $33,021 | $92,703-64.4% | $82,719-60.1% | $134,475-75.4% |
| Participation rate | 88.2% | 75.2%+13.0pp | 72.6%+15.7pp | 81.2%+7.0pp |
| Annual return | -15.47% | 944.92%-960.4pp | 701.18%-716.6pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,782 | $3,274+15.5% | $3,009+25.7% | $4,740-20.2% |
| Participant deferral / active EE | $5,501 | $4,802+14.6% | $4,395+25.2% | $6,400-14.0% |
| Admin fee / account holder | $3,284 | $5,983-45.1% | $5,329-38.4% | $11,426-71.3% |