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 | $36,553 | $90,600-59.7% | $79,464-54.0% | $135,375-73.0% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -4.72% | 977.43%-982.2pp | 718.14%-722.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,254 | $3,068-26.5% | $2,800-19.5% | $4,779-52.8% |
| Participant deferral / active EE | $6,075 | $4,050+50.0% | $3,704+64.0% | $5,609+8.3% |
| Admin fee / account holder | $9,825 | $5,907+66.3% | $5,113+92.2% | $10,827-9.3% |