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 | $122,557 | $101,283+21.0% | $75,826+61.6% | $135,375-9.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -1.18% | 3384.62%-3385.8pp | 1914.15%-1915.3pp | 519.73%-520.9pp |
| Employer contribution / active EE | $1,187 | $2,382-50.2% | $1,913-38.0% | $4,779-75.2% |
| Participant deferral / active EE | $6,656 | $3,469+91.9% | $2,862+132.5% | $5,609+18.7% |
| Admin fee / account holder | $1,942 | $6,539-70.3% | $4,726-58.9% | $10,827-82.1% |