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 | $62,519 | $90,600-31.0% | $79,464-21.3% | $135,375-53.8% |
| Participation rate | 92.3% | 76.0%+16.3pp | 73.3%+19.0pp | 82.6%+9.7pp |
| Annual return | -4.57% | 977.43%-982.0pp | 718.14%-722.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $3,109 | $3,068+1.3% | $2,800+11.0% | $4,779-34.9% |
| Participant deferral / active EE | $4,476 | $4,050+10.5% | $3,704+20.8% | $5,609-20.2% |
| Admin fee / account holder | $20,380 | $5,907+245.0% | $5,113+298.6% | $10,827+88.2% |