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 | $59,352 | $90,600-34.5% | $79,464-25.3% | $135,375-56.2% |
| Participation rate | 91.7% | 76.0%+15.6pp | 73.3%+18.3pp | 82.6%+9.0pp |
| Annual return | -4.35% | 977.43%-981.8pp | 718.14%-722.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $4,051 | $3,068+32.0% | $2,800+44.7% | $4,779-15.2% |
| Participant deferral / active EE | $3,489 | $4,050-13.9% | $3,704-5.8% | $5,609-37.8% |
| Admin fee / account holder | $1,330 | $5,907-77.5% | $5,113-74.0% | $10,827-87.7% |