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 | $30,016 | $84,695-64.6% | $73,843-59.4% | $125,391-76.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.29% | 3123.53%-3124.8pp | 2267.84%-2269.1pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,778 | $3,123-43.1% | $2,787-36.2% | $4,866-63.5% |
| Participant deferral / active EE | $2,182 | $3,992-45.4% | $3,583-39.1% | $5,352-59.2% |
| Admin fee / account holder | $1,877 | $5,691-67.0% | $4,880-61.5% | $9,540-80.3% |