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 | $47,708 | $97,757-51.2% | $83,848-43.1% | $135,375-64.8% |
| Participation rate | 94.7% | 80.0%+14.8pp | 76.1%+18.6pp | 82.6%+12.1pp |
| Annual return | -7.62% | 1287.37%-1295.0pp | 850.88%-858.5pp | 519.73%-527.4pp |
| Employer contribution / active EE | $5,368 | $4,222+27.2% | $3,631+47.9% | $4,779+12.3% |
| Participant deferral / active EE | $4,789 | $4,682+2.3% | $4,082+17.3% | $5,609-14.6% |
| Admin fee / account holder | $3,121 | $6,674-53.2% | $5,478-43.0% | $10,827-71.2% |