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 | $96,280 | $180,449-46.6% | $154,107-37.5% | $135,375-28.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.02% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,643 | $6,035-72.8% | $5,298-69.0% | $4,779-65.6% |
| Participant deferral / active EE | $3,410 | $5,806-41.3% | $5,081-32.9% | $5,609-39.2% |
| Admin fee / account holder | $8,465 | $16,143-47.6% | $13,411-36.9% | $10,827-21.8% |