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 | $51,663 | $90,600-43.0% | $79,464-35.0% | $135,375-61.8% |
| Participation rate | 81.0% | 76.0%+4.9pp | 73.3%+7.6pp | 82.6%-1.7pp |
| Annual return | -3.96% | 977.43%-981.4pp | 718.14%-722.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,793 | $3,068-41.6% | $2,800-36.0% | $4,779-62.5% |
| Participant deferral / active EE | $2,609 | $4,050-35.6% | $3,704-29.6% | $5,609-53.5% |
| Admin fee / account holder | $18,273 | $5,907+209.4% | $5,113+257.4% | $10,827+68.8% |