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 | $45,695 | $90,600-49.6% | $79,464-42.5% | $135,375-66.2% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -3.41% | 977.43%-980.8pp | 718.14%-721.6pp | 519.73%-523.1pp |
| Employer contribution / active EE | $7,254 | $3,068+136.5% | $2,800+159.0% | $4,779+51.8% |
| Participant deferral / active EE | $1,382 | $4,050-65.9% | $3,704-62.7% | $5,609-75.4% |
| Admin fee / account holder | $1,476 | $5,907-75.0% | $5,113-71.1% | $10,827-86.4% |