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 | $99,747 | $88,594+12.6% | $70,092+42.3% | $134,475-25.8% |
| Participation rate | 87.5% | 74.9%+12.6pp | 70.5%+17.0pp | 81.2%+6.3pp |
| Annual return | -13.42% | 442.67%-456.1pp | 190.73%-204.2pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,572 | $3,233-51.4% | $2,559-38.6% | $4,740-66.8% |
| Participant deferral / active EE | $10,460 | $4,772+119.2% | $3,849+171.8% | $6,400+63.4% |
| Admin fee / account holder | $4,658 | $10,441-55.4% | $6,267-25.7% | $11,426-59.2% |