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 | $111,574 | $97,757+14.1% | $83,848+33.1% | $135,375-17.6% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -8.26% | 1287.37%-1295.6pp | 850.88%-859.1pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,834 | $4,222-32.9% | $3,631-21.9% | $4,779-40.7% |
| Participant deferral / active EE | $10,844 | $4,682+131.6% | $4,082+165.7% | $5,609+93.3% |
| Admin fee / account holder | $658 | $6,674-90.1% | $5,478-88.0% | $10,827-93.9% |