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 | $43,014 | $39,798+8.1% | $67,711-36.5% | $59,632-27.9% |
| Participation rate | 95.8% | 57.4%+38.4pp | 67.5%+28.3pp | 68.7%+27.1pp |
| Annual return | -1.80% | 89.94%-91.7pp | 25.41%-27.2pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $2,366 | $1,393+69.8% | $2,559-7.6% | $2,203+7.4% |
| Participant deferral / active EE | $5,066 | $2,335+117.0% | $3,585+41.3% | $3,192+58.7% |
| Admin fee / account holder | $1,820 | $3,212-43.3% | $4,255-57.2% | $4,297-57.6% |