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 | $98,213 | $90,600+8.4% | $79,464+23.6% | $135,375-27.5% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 82.6%-0.8pp |
| Annual return | -2.92% | 977.43%-980.3pp | 718.14%-721.1pp | 519.73%-522.6pp |
| Employer contribution / active EE | $7,022 | $3,068+128.9% | $2,800+150.7% | $4,779+46.9% |
| Participant deferral / active EE | $2,935 | $4,050-27.5% | $3,704-20.8% | $5,609-47.7% |
| Admin fee / account holder | $75,784 | $5,907+1183.0% | $5,113+1382.2% | $10,827+599.9% |