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 | $70,634 | $138,065-48.8% | $123,544-42.8% | $135,375-47.8% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -5.56% | 153.68%-159.2pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $3,672 | $5,151-28.7% | $4,628-20.6% | $4,779-23.2% |
| Participant deferral / active EE | $7,866 | $6,799+15.7% | $6,426+22.4% | $5,609+40.2% |
| Admin fee / account holder | $6,069 | $10,916-44.4% | $9,284-34.6% | $10,827-43.9% |