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 | $82,758 | $90,600-8.7% | $79,464+4.1% | $135,375-38.9% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -5.07% | 977.43%-982.5pp | 718.14%-723.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,001 | $3,068-34.8% | $2,800-28.6% | $4,779-58.1% |
| Participant deferral / active EE | $4,892 | $4,050+20.8% | $3,704+32.1% | $5,609-12.8% |
| Admin fee / account holder | $34,138 | $5,907+477.9% | $5,113+567.7% | $10,827+215.3% |