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 | $58,464 | $90,600-35.5% | $79,464-26.4% | $135,375-56.8% |
| Participation rate | 93.8% | 76.0%+17.7pp | 73.3%+20.4pp | 82.6%+11.1pp |
| Annual return | -5.73% | 977.43%-983.2pp | 718.14%-723.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $4,662 | $3,068+51.9% | $2,800+66.5% | $4,779-2.5% |
| Participant deferral / active EE | $12,935 | $4,050+219.3% | $3,704+249.2% | $5,609+130.6% |
| Admin fee / account holder | $24,874 | $5,907+321.1% | $5,113+386.5% | $10,827+129.7% |