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 | $47,441 | $92,703-48.8% | $82,719-42.6% | $134,475-64.7% |
| Participation rate | 88.2% | 75.2%+13.0pp | 72.6%+15.7pp | 81.2%+7.0pp |
| Annual return | -19.38% | 944.92%-964.3pp | 701.18%-720.6pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,648 | $3,274-49.7% | $3,009-45.2% | $4,740-65.2% |
| Participant deferral / active EE | $2,792 | $4,802-41.9% | $4,395-36.5% | $6,400-56.4% |
| Admin fee / account holder | $367 | $5,983-93.9% | $5,329-93.1% | $11,426-96.8% |