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 | $74,036 | $197,825-62.6% | $155,790-52.5% | $125,391-41.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -3.40% | 86.74%-90.1pp | 71.54%-74.9pp | 282.22%-285.6pp |
| Employer contribution / active EE | $783 | $4,847-83.8% | $3,836-79.6% | $4,866-83.9% |
| Participant deferral / active EE | $8,000 | $5,630+42.1% | $4,797+66.8% | $5,352+49.5% |
| Admin fee / account holder | $622 | $9,545-93.5% | $7,478-91.7% | $9,540-93.5% |