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 | $48,288 | $138,065-65.0% | $123,544-60.9% | $135,375-64.3% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -8.87% | 153.68%-162.6pp | 119.20%-128.1pp | 519.73%-528.6pp |
| Employer contribution / active EE | $4,002 | $5,151-22.3% | $4,628-13.5% | $4,779-16.3% |
| Participant deferral / active EE | $6,288 | $6,799-7.5% | $6,426-2.1% | $5,609+12.1% |
| Admin fee / account holder | $394 | $10,916-96.4% | $9,284-95.8% | $10,827-96.4% |