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 | $56,724 | $190,805-70.3% | $159,960-64.5% | $134,475-57.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.89% | 552.23%-565.1pp | 408.60%-421.5pp | 417.96%-430.8pp |
| Employer contribution / active EE | $1,591 | $4,995-68.2% | $4,226-62.4% | $4,740-66.4% |
| Participant deferral / active EE | $3,233 | $6,923-53.3% | $6,182-47.7% | $6,400-49.5% |
| Admin fee / account holder | $11,519 | $10,471+10.0% | $8,698+32.4% | $11,426+0.8% |