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 | $65,707 | $92,703-29.1% | $82,719-20.6% | $134,475-51.1% |
| Participation rate | 89.5% | 75.2%+14.3pp | 72.6%+16.9pp | 81.2%+8.3pp |
| Annual return | -12.55% | 944.92%-957.5pp | 701.18%-713.7pp | 417.96%-430.5pp |
| Employer contribution / active EE | $3,686 | $3,274+12.6% | $3,009+22.5% | $4,740-22.2% |
| Participant deferral / active EE | $4,550 | $4,802-5.2% | $4,395+3.5% | $6,400-28.9% |
| Admin fee / account holder | $1,897 | $5,983-68.3% | $5,329-64.4% | $11,426-83.4% |