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 | $21,535 | $95,971-77.6% | $74,550-71.1% | $135,375-84.1% |
| Participation rate | 81.8% | 75.7%+6.2pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | -6.89% | 56.96%-63.9pp | 32.53%-39.4pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,300 | $2,716-52.1% | $1,961-33.7% | $4,779-72.8% |
| Participant deferral / active EE | $3,395 | $3,843-11.7% | $3,108+9.2% | $5,609-39.5% |
| Admin fee / account holder | $560 | $6,522-91.4% | $5,060-88.9% | $10,827-94.8% |