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 | $33,193 | $56,835-41.6% | - | $135,375-75.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | - | 82.6%+17.4pp |
| Annual return | -7.05% | 2630.74%-2637.8pp | - | 519.73%-526.8pp |
| Employer contribution / active EE | $6,302 | $2,734+130.5% | - | $4,779+31.9% |
| Participant deferral / active EE | $3,665 | $3,681-0.4% | - | $5,609-34.7% |
| Admin fee / account holder | $426 | $1,586-73.2% | - | $10,827-96.1% |