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 | $79,997 | $99,640-19.7% | $86,436-7.4% | $134,475-40.5% |
| Participation rate | 90.9% | 82.0%+8.9pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -16.53% | 6782.58%-6799.1pp | 4394.89%-4411.4pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,215 | $4,400-26.9% | $3,769-14.7% | $4,740-32.2% |
| Participant deferral / active EE | $7,893 | $7,246+8.9% | $6,952+13.5% | $6,400+23.3% |
| Admin fee / account holder | $12,979 | $8,371+55.0% | $6,731+92.8% | $11,426+13.6% |