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 | $141,340 | $97,757+44.6% | $83,848+68.6% | $135,375+4.4% |
| Participation rate | 82.4% | 80.0%+2.4pp | 76.1%+6.2pp | 82.6%-0.3pp |
| Annual return | -2.37% | 1287.37%-1289.7pp | 850.88%-853.2pp | 519.73%-522.1pp |
| Employer contribution / active EE | $1,130 | $4,222-73.2% | $3,631-68.9% | $4,779-76.4% |
| Participant deferral / active EE | $4,354 | $4,682-7.0% | $4,082+6.7% | $5,609-22.4% |
| Admin fee / account holder | $36,476 | $6,674+446.5% | $5,478+565.8% | $10,827+236.9% |