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 | $83,141 | $90,600-8.2% | $79,464+4.6% | $135,375-38.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.20% | 977.43%-982.6pp | 718.14%-723.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $4,363 | $3,068+42.2% | $2,800+55.8% | $4,779-8.7% |
| Participant deferral / active EE | $3,469 | $4,050-14.4% | $3,704-6.3% | $5,609-38.2% |
| Admin fee / account holder | $4,421 | $5,907-25.2% | $5,113-13.5% | $10,827-59.2% |