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 | $30,747 | $90,600-66.1% | $79,464-61.3% | $135,375-77.3% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -0.43% | 977.43%-977.9pp | 718.14%-718.6pp | 519.73%-520.2pp |
| Employer contribution / active EE | $2,912 | $3,068-5.1% | $2,800+4.0% | $4,779-39.1% |
| Participant deferral / active EE | $6,794 | $4,050+67.7% | $3,704+83.4% | $5,609+21.1% |
| Admin fee / account holder | $29,200 | $5,907+394.3% | $5,113+471.1% | $10,827+169.7% |