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 | $65,230 | $90,600-28.0% | $79,464-17.9% | $135,375-51.8% |
| Participation rate | 92.9% | 76.0%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | -2.94% | 977.43%-980.4pp | 718.14%-721.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $6,615 | $3,068+115.6% | $2,800+136.2% | $4,779+38.4% |
| Participant deferral / active EE | $2,095 | $4,050-48.3% | $3,704-43.4% | $5,609-62.6% |
| Admin fee / account holder | $27,610 | $5,907+367.4% | $5,113+440.0% | $10,827+155.0% |