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 | $54,537 | $138,065-60.5% | $123,544-55.9% | $135,375-59.7% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -7.36% | 153.68%-161.0pp | 119.20%-126.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,633 | $5,151-68.3% | $4,628-64.7% | $4,779-65.8% |
| Participant deferral / active EE | $6,732 | $6,799-1.0% | $6,426+4.8% | $5,609+20.0% |
| Admin fee / account holder | $2,353 | $10,916-78.4% | $9,284-74.7% | $10,827-78.3% |