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 | $71,182 | $84,402-15.7% | $61,373+16.0% | $134,475-47.1% |
| Participation rate | 90.0% | 62.2%+27.8pp | 52.6%+37.4pp | 81.2%+8.8pp |
| Annual return | -15.82% | 584.55%-600.4pp | 338.61%-354.4pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,019 | $1,544+30.7% | $1,159+74.1% | $4,740-57.4% |
| Participant deferral / active EE | $5,255 | $2,819+86.4% | $2,125+147.3% | $6,400-17.9% |
| Admin fee / account holder | $326 | $2,585-87.4% | $2,130-84.7% | $11,426-97.1% |