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 | $16,424 | $90,600-81.9% | $79,464-79.3% | $135,375-87.9% |
| Participation rate | 78.6% | 76.0%+2.5pp | 73.3%+5.2pp | 82.6%-4.1pp |
| Annual return | -6.65% | 977.43%-984.1pp | 718.14%-724.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,680 | $3,068-45.2% | $2,800-40.0% | $4,779-64.8% |
| Participant deferral / active EE | $4,627 | $4,050+14.2% | $3,704+24.9% | $5,609-17.5% |
| Admin fee / account holder | $3,676 | $5,907-37.8% | $5,113-28.1% | $10,827-66.0% |