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 | $59,354 | $92,703-36.0% | $82,719-28.2% | $134,475-55.9% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -17.33% | 944.92%-962.3pp | 701.18%-718.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,812 | $3,274-44.6% | $3,009-39.8% | $4,740-61.8% |
| Participant deferral / active EE | $5,883 | $4,802+22.5% | $4,395+33.9% | $6,400-8.1% |
| Admin fee / account holder | $5,231 | $5,983-12.6% | $5,329-1.8% | $11,426-54.2% |