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 | $79,844 | $82,630-3.4% | $64,105+24.6% | $125,391-36.3% |
| Participation rate | 72.7% | 75.9%-3.1pp | 68.2%+4.6pp | 83.2%-10.5pp |
| Annual return | -0.06% | 1489.72%-1489.8pp | 791.24%-791.3pp | 282.22%-282.3pp |
| Employer contribution / active EE | $1,827 | $2,671-31.6% | $1,820+0.4% | $4,866-62.5% |
| Participant deferral / active EE | $1,920 | $3,608-46.8% | $2,822-32.0% | $5,352-64.1% |
| Admin fee / account holder | $4,031 | $6,382-36.8% | $4,499-10.4% | $9,540-57.8% |