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 | $98,539 | $97,757+0.8% | $83,848+17.5% | $135,375-27.2% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -6.08% | 1287.37%-1293.4pp | 850.88%-857.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,210 | $4,222-47.7% | $3,631-39.1% | $4,779-53.8% |
| Participant deferral / active EE | $3,225 | $4,682-31.1% | $4,082-21.0% | $5,609-42.5% |
| Admin fee / account holder | $32,145 | $6,674+381.7% | $5,478+486.8% | $10,827+196.9% |