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 | $38,121 | $197,825-80.7% | $155,790-75.5% | $125,391-69.6% |
| Participation rate | 88.9% | 82.1%+6.8pp | 76.1%+12.8pp | 83.2%+5.7pp |
| Annual return | -0.16% | 86.74%-86.9pp | 71.54%-71.7pp | 282.22%-282.4pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,781 | $5,630-68.4% | $4,797-62.9% | $5,352-66.7% |
| Admin fee / account holder | $1,469 | $9,545-84.6% | $7,478-80.4% | $9,540-84.6% |