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 | $48,292 | $138,065-65.0% | $123,544-60.9% | $135,375-64.3% |
| Participation rate | 79.2% | 84.7%-5.6pp | 82.3%-3.1pp | 82.6%-3.5pp |
| Annual return | -7.51% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,540 | $5,151-50.7% | $4,628-45.1% | $4,779-46.8% |
| Participant deferral / active EE | $5,774 | $6,799-15.1% | $6,426-10.1% | $5,609+2.9% |
| Admin fee / account holder | $637 | $10,916-94.2% | $9,284-93.1% | $10,827-94.1% |