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 | $83,334 | $84,402-1.3% | $61,373+35.8% | $134,475-38.0% |
| Participation rate | 95.8% | 62.2%+33.6pp | 52.6%+43.3pp | 81.2%+14.6pp |
| Annual return | -14.72% | 584.55%-599.3pp | 338.61%-353.3pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,739 | $1,544+12.6% | $1,159+50.0% | $4,740-63.3% |
| Participant deferral / active EE | $4,281 | $2,819+51.9% | $2,125+101.5% | $6,400-33.1% |
| Admin fee / account holder | $6,968 | $2,585+169.5% | $2,130+227.2% | $11,426-39.0% |