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 | $64,665 | $180,449-64.2% | $154,107-58.0% | $135,375-52.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.82% | 888.09%-892.9pp | 735.12%-739.9pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,048 | $6,035-66.1% | $5,298-61.3% | $4,779-57.2% |
| Participant deferral / active EE | $4,570 | $5,806-21.3% | $5,081-10.0% | $5,609-18.5% |
| Admin fee / account holder | $5,850 | $16,143-63.8% | $13,411-56.4% | $10,827-46.0% |