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 | $81,185 | $90,600-10.4% | $79,464+2.2% | $135,375-40.0% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 82.6%+11.8pp |
| Annual return | -2.08% | 977.43%-979.5pp | 718.14%-720.2pp | 519.73%-521.8pp |
| Employer contribution / active EE | $5,802 | $3,068+89.1% | $2,800+107.2% | $4,779+21.4% |
| Participant deferral / active EE | $3,550 | $4,050-12.4% | $3,704-4.2% | $5,609-36.7% |
| Admin fee / account holder | $4,240 | $5,907-28.2% | $5,113-17.1% | $10,827-60.8% |