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 | $72,294 | $92,703-22.0% | $82,719-12.6% | $134,475-46.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -19.48% | 944.92%-964.4pp | 701.18%-720.7pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,796 | $3,274+15.9% | $3,009+26.1% | $4,740-19.9% |
| Participant deferral / active EE | $11,749 | $4,802+144.7% | $4,395+167.3% | $6,400+83.6% |
| Admin fee / account holder | $1,339 | $5,983-77.6% | $5,329-74.9% | $11,426-88.3% |