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 | $61,211 | $48,274+26.8% | $63,517-3.6% | $59,632+2.6% |
| Participation rate | 97.6% | 66.3%+31.2pp | 71.0%+26.5pp | 68.7%+28.9pp |
| Annual return | -1.60% | -240.79%+239.2pp | -70.30%+68.7pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $7,506 | $1,586+373.2% | $2,322+223.3% | $2,203+240.8% |
| Participant deferral / active EE | $3,973 | $2,343+69.6% | $2,953+34.5% | $3,192+24.5% |
| Admin fee / account holder | $14,437 | $3,600+301.0% | $5,892+145.0% | $4,297+236.0% |