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 | $39,673 | $56,835-30.2% | - | $135,375-70.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | - | 82.6%+17.4pp |
| Annual return | -7.79% | 2630.74%-2638.5pp | - | 519.73%-527.5pp |
| Employer contribution / active EE | $5,095 | $2,734+86.4% | - | $4,779+6.6% |
| Participant deferral / active EE | $4,419 | $3,681+20.1% | - | $5,609-21.2% |
| Admin fee / account holder | $7,557 | $1,586+376.5% | - | $10,827-30.2% |