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 | $120,042 | $97,757+22.8% | $83,848+43.2% | $135,375-11.3% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -5.84% | 1287.37%-1293.2pp | 850.88%-856.7pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,428 | $4,222-42.5% | $3,631-33.1% | $4,779-49.2% |
| Participant deferral / active EE | $6,618 | $4,682+41.3% | $4,082+62.1% | $5,609+18.0% |
| Admin fee / account holder | $24,590 | $6,674+268.5% | $5,478+348.9% | $10,827+127.1% |