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 | $100,047 | $76,000+31.6% | $154,107-35.1% | $64,186+55.9% |
| Participation rate | 80.3% | 70.4%+9.9pp | 83.0%-2.7pp | 69.6%+10.8pp |
| Annual return | -3.73% | 30.32%-34.0pp | 735.12%-738.8pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,051 | $3,175+27.6% | $5,081-20.3% | $3,470+16.7% |
| Admin fee / account holder | $884 | $5,596-84.2% | $13,411-93.4% | $4,888-81.9% |