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 | $49,453 | $84,695-41.6% | $73,843-33.0% | $125,391-60.6% |
| Participation rate | 90.9% | 76.8%+14.2pp | 73.4%+17.5pp | 83.2%+7.7pp |
| Annual return | -1.61% | 3123.53%-3125.1pp | 2267.84%-2269.4pp | 282.22%-283.8pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,807 | $3,992-54.7% | $3,583-49.6% | $5,352-66.2% |
| Admin fee / account holder | $914 | $5,691-83.9% | $4,880-81.3% | $9,540-90.4% |