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 | $61,207 | $92,703-34.0% | $82,719-26.0% | $134,475-54.5% |
| Participation rate | 94.1% | 75.2%+18.9pp | 72.6%+21.6pp | 81.2%+12.9pp |
| Annual return | -16.83% | 944.92%-961.8pp | 701.18%-718.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $6,147 | $3,274+87.8% | $3,009+104.3% | $4,740+29.7% |
| Participant deferral / active EE | $2,972 | $4,802-38.1% | $4,395-32.4% | $6,400-53.6% |
| Admin fee / account holder | $884 | $5,983-85.2% | $5,329-83.4% | $11,426-92.3% |