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 | $119,882 | $90,600+32.3% | $79,464+50.9% | $135,375-11.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.73% | 977.43%-979.2pp | 718.14%-719.9pp | 519.73%-521.5pp |
| Employer contribution / active EE | $1,518 | $3,068-50.5% | $2,800-45.8% | $4,779-68.2% |
| Participant deferral / active EE | $7,601 | $4,050+87.7% | $3,704+105.2% | $5,609+35.5% |
| Admin fee / account holder | $8,961 | $5,907+51.7% | $5,113+75.3% | $10,827-17.2% |