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 | $128,353 | $99,640+28.8% | $86,436+48.5% | $134,475-4.6% |
| Participation rate | 88.9% | 82.0%+6.8pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -17.84% | 6782.58%-6800.4pp | 4394.89%-4412.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,965 | $4,400-32.6% | $3,769-21.3% | $4,740-37.4% |
| Participant deferral / active EE | $5,185 | $7,246-28.4% | $6,952-25.4% | $6,400-19.0% |
| Admin fee / account holder | $4,370 | $8,371-47.8% | $6,731-35.1% | $11,426-61.8% |