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 | $60,071 | $95,971-37.4% | $74,550-19.4% | $135,375-55.6% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -7.51% | 56.96%-64.5pp | 32.53%-40.0pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,934 | $2,716+8.0% | $1,961+49.6% | $4,779-38.6% |
| Participant deferral / active EE | $7,770 | $3,843+102.2% | $3,108+150.0% | $5,609+38.5% |
| Admin fee / account holder | $1,419 | $6,522-78.2% | $5,060-72.0% | $10,827-86.9% |