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 | $66,769 | $106,543-37.3% | $91,220-26.8% | $134,475-50.3% |
| Participation rate | 83.3% | 76.8%+6.5pp | 73.2%+10.1pp | 81.2%+2.1pp |
| Annual return | -20.45% | 160.60%-181.0pp | 114.01%-134.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,295 | $3,331-61.1% | $2,850-54.6% | $4,740-72.7% |
| Participant deferral / active EE | $2,943 | $4,719-37.6% | $4,234-30.5% | $6,400-54.0% |
| Admin fee / account holder | $1,247 | $6,231-80.0% | $5,420-77.0% | $11,426-89.1% |