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 | $97,935 | $168,632-41.9% | $147,614-33.7% | $125,391-21.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.60% | 77.65%-78.2pp | 61.98%-62.6pp | 282.22%-282.8pp |
| Employer contribution / active EE | $9,036 | $6,252+44.5% | $5,564+62.4% | $4,866+85.7% |
| Participant deferral / active EE | $5,478 | $5,507-0.5% | $4,895+11.9% | $5,352+2.4% |
| Admin fee / account holder | $3,004 | $13,580-77.9% | $11,611-74.1% | $9,540-68.5% |