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 | $85,567 | $90,600-5.6% | $79,464+7.7% | $135,375-36.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.81% | 977.43%-980.2pp | 718.14%-721.0pp | 519.73%-522.5pp |
| Employer contribution / active EE | $1,557 | $3,068-49.3% | $2,800-44.4% | $4,779-67.4% |
| Participant deferral / active EE | $3,440 | $4,050-15.1% | $3,704-7.1% | $5,609-38.7% |
| Admin fee / account holder | $149,579 | $5,907+2432.3% | $5,113+2825.5% | $10,827+1281.5% |