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 | $112,130 | $97,757+14.7% | $83,848+33.7% | $135,375-17.2% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -7.68% | 1287.37%-1295.1pp | 850.88%-858.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,694 | $4,222-59.9% | $3,631-53.3% | $4,779-64.6% |
| Participant deferral / active EE | $2,185 | $4,682-53.3% | $4,082-46.5% | $5,609-61.0% |
| Admin fee / account holder | $1,208 | $6,674-81.9% | $5,478-77.9% | $10,827-88.8% |