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 | $25,973 | $138,065-81.2% | $123,544-79.0% | $135,375-80.8% |
| Participation rate | 91.3% | 84.7%+6.6pp | 82.3%+9.0pp | 82.6%+8.7pp |
| Annual return | -7.27% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,164 | $5,151-58.0% | $4,628-53.2% | $4,779-54.7% |
| Participant deferral / active EE | $7,717 | $6,799+13.5% | $6,426+20.1% | $5,609+37.6% |
| Admin fee / account holder | $1,792 | $10,916-83.6% | $9,284-80.7% | $10,827-83.4% |