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 | $67,026 | $90,600-26.0% | $79,464-15.7% | $135,375-50.5% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -1.40% | 977.43%-978.8pp | 718.14%-719.5pp | 519.73%-521.1pp |
| Employer contribution / active EE | $2,085 | $3,068-32.0% | $2,800-25.5% | $4,779-56.4% |
| Participant deferral / active EE | $5,295 | $4,050+30.7% | $3,704+43.0% | $5,609-5.6% |
| Admin fee / account holder | $1,960 | $5,907-66.8% | $5,113-61.7% | $10,827-81.9% |