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 | $39,800 | $45,152-11.9% | $73,843-46.1% | $59,632-33.3% |
| Participation rate | 96.9% | 64.0%+32.9pp | 73.4%+23.5pp | 68.7%+28.3pp |
| Annual return | -1.02% | 27.40%-28.4pp | 2267.84%-2268.9pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $3,828 | $1,902+101.3% | $2,787+37.3% | $2,203+73.8% |
| Participant deferral / active EE | $7,171 | $2,574+178.6% | $3,583+100.1% | $3,192+124.7% |
| Admin fee / account holder | $1,050 | $3,516-70.1% | $4,880-78.5% | $4,297-75.6% |