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 | $79,383 | $82,630-3.9% | $64,105+23.8% | $125,391-36.7% |
| Participation rate | 95.7% | 75.9%+19.8pp | 68.2%+27.5pp | 83.2%+12.5pp |
| Annual return | -0.49% | 1489.72%-1490.2pp | 791.24%-791.7pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,300 | $2,671-51.3% | $1,820-28.6% | $4,866-73.3% |
| Participant deferral / active EE | $3,829 | $3,608+6.1% | $2,822+35.7% | $5,352-28.5% |
| Admin fee / account holder | $312 | $6,382-95.1% | $4,499-93.1% | $9,540-96.7% |