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 | $42,118 | $180,449-76.7% | $154,107-72.7% | $135,375-68.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.70% | 888.09%-892.8pp | 735.12%-739.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $3,837 | $6,035-36.4% | $5,298-27.6% | $4,779-19.7% |
| Participant deferral / active EE | $5,057 | $5,806-12.9% | $5,081-0.5% | $5,609-9.8% |
| Admin fee / account holder | $2,856 | $16,143-82.3% | $13,411-78.7% | $10,827-73.6% |