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 | $26,114 | $135,635-80.7% | $110,238-76.3% | $135,375-80.7% |
| Participation rate | 95.0% | 83.5%+11.5pp | 79.8%+15.2pp | 82.6%+12.4pp |
| Annual return | -6.97% | 513.19%-520.2pp | 314.74%-321.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,311 | $4,906-52.9% | $3,826-39.6% | $4,779-51.6% |
| Participant deferral / active EE | $4,329 | $5,506-21.4% | $4,672-7.3% | $5,609-22.8% |
| Admin fee / account holder | $308 | $11,457-97.3% | $8,547-96.4% | $10,827-97.2% |