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 | $44,855 | $90,600-50.5% | $79,464-43.6% | $135,375-66.9% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -5.29% | 977.43%-982.7pp | 718.14%-723.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,394 | $3,068-22.0% | $2,800-14.5% | $4,779-49.9% |
| Participant deferral / active EE | $4,399 | $4,050+8.6% | $3,704+18.8% | $5,609-21.6% |
| Admin fee / account holder | $7,686 | $5,907+30.1% | $5,113+50.3% | $10,827-29.0% |