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 | $106,582 | $99,640+7.0% | $86,436+23.3% | $134,475-20.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.13% | 6782.58%-6800.7pp | 4394.89%-4413.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,553 | $4,400-42.0% | $3,769-32.3% | $4,740-46.1% |
| Participant deferral / active EE | $3,058 | $7,246-57.8% | $6,952-56.0% | $6,400-52.2% |
| Admin fee / account holder | $1,568 | $8,371-81.3% | $6,731-76.7% | $11,426-86.3% |