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 | $24,942 | $138,065-81.9% | $123,544-79.8% | $135,375-81.6% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -5.59% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $4,560 | $5,151-11.5% | $4,628-1.5% | $4,779-4.6% |
| Participant deferral / active EE | $8,510 | $6,799+25.2% | $6,426+32.4% | $5,609+51.7% |
| Admin fee / account holder | $3,974 | $10,916-63.6% | $9,284-57.2% | $10,827-63.3% |