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 | $85,768 | $168,632-49.1% | $147,614-41.9% | $125,391-31.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.60% | 77.65%-79.2pp | 61.98%-63.6pp | 282.22%-283.8pp |
| Employer contribution / active EE | $2,533 | $6,252-59.5% | $5,564-54.5% | $4,866-47.9% |
| Participant deferral / active EE | $3,100 | $5,507-43.7% | $4,895-36.7% | $5,352-42.1% |
| Admin fee / account holder | $2,114 | $13,580-84.4% | $11,611-81.8% | $9,540-77.8% |