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 | $70,556 | $180,449-60.9% | $154,107-54.2% | $135,375-47.9% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -3.04% | 888.09%-891.1pp | 735.12%-738.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $2,544 | $6,035-57.8% | $5,298-52.0% | $4,779-46.8% |
| Participant deferral / active EE | $7,210 | $5,806+24.2% | $5,081+41.9% | $5,609+28.5% |
| Admin fee / account holder | $70,973 | $16,143+339.7% | $13,411+429.2% | $10,827+555.5% |