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 | $126,212 | $97,757+29.1% | $83,848+50.5% | $135,375-6.8% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -7.05% | 1287.37%-1294.4pp | 850.88%-857.9pp | 519.73%-526.8pp |
| Employer contribution / active EE | $4,320 | $4,222+2.3% | $3,631+19.0% | $4,779-9.6% |
| Participant deferral / active EE | $5,543 | $4,682+18.4% | $4,082+35.8% | $5,609-1.2% |
| Admin fee / account holder | $3,092 | $6,674-53.7% | $5,478-43.6% | $10,827-71.4% |