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 | $55,955 | $90,600-38.2% | $79,464-29.6% | $135,375-58.7% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -5.76% | 977.43%-983.2pp | 718.14%-723.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,302 | $3,068-57.6% | $2,800-53.5% | $4,779-72.8% |
| Participant deferral / active EE | $3,020 | $4,050-25.4% | $3,704-18.5% | $5,609-46.1% |
| Admin fee / account holder | $10,307 | $5,907+74.5% | $5,113+101.6% | $10,827-4.8% |