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 | $64,185 | $76,000-15.5% | $154,107-58.4% | $64,1860% |
| Participation rate | 98.4% | 70.4%+28.0pp | 83.0%+15.4pp | 69.6%+28.9pp |
| Annual return | -5.13% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,367 | $3,175+37.5% | $5,081-14.0% | $3,470+25.9% |
| Admin fee / account holder | $5,925 | $5,596+5.9% | $13,411-55.8% | $4,888+21.2% |