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 | $63,305 | $82,630-23.4% | $64,105-1.2% | $125,391-49.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.44% | 1489.72%-1490.2pp | 791.24%-791.7pp | 282.22%-282.7pp |
| Employer contribution / active EE | $2,115 | $2,671-20.8% | $1,820+16.2% | $4,866-56.5% |
| Participant deferral / active EE | $4,086 | $3,608+13.2% | $2,822+44.8% | $5,352-23.6% |
| Admin fee / account holder | $698 | $6,382-89.1% | $4,499-84.5% | $9,540-92.7% |