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 | $75,971 | $76,0000% | $154,107-50.7% | $64,186+18.4% |
| Participation rate | 93.9% | 70.4%+23.5pp | 83.0%+10.9pp | 69.6%+24.4pp |
| Annual return | -3.50% | 30.32%-33.8pp | 735.12%-738.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $5,521 | $3,351+64.8% | $5,298+4.2% | $2,381+131.9% |
| Participant deferral / active EE | $3,809 | $3,175+20.0% | $5,081-25.0% | $3,470+9.8% |
| Admin fee / account holder | $7,000 | $5,596+25.1% | $13,411-47.8% | $4,888+43.2% |