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 | $59,386 | $92,703-35.9% | $82,719-28.2% | $134,475-55.8% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -15.20% | 944.92%-960.1pp | 701.18%-716.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,402 | $3,274-57.2% | $3,009-53.4% | $4,740-70.4% |
| Participant deferral / active EE | $2,552 | $4,802-46.8% | $4,395-41.9% | $6,400-60.1% |
| Admin fee / account holder | $3,208 | $5,983-46.4% | $5,329-39.8% | $11,426-71.9% |