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 | $60,472 | $90,600-33.3% | $79,464-23.9% | $135,375-55.3% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -2.82% | 977.43%-980.3pp | 718.14%-721.0pp | 519.73%-522.6pp |
| Employer contribution / active EE | $2,378 | $3,068-22.5% | $2,800-15.1% | $4,779-50.2% |
| Participant deferral / active EE | $17,684 | $4,050+336.6% | $3,704+377.5% | $5,609+215.3% |
| Admin fee / account holder | $19,000 | $5,907+221.7% | $5,113+271.6% | $10,827+75.5% |