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 | $140,129 | $97,757+43.3% | $83,848+67.1% | $135,375+3.5% |
| Participation rate | 73.3% | 80.0%-6.6pp | 76.1%-2.8pp | 82.6%-9.3pp |
| Annual return | -3.82% | 1287.37%-1291.2pp | 850.88%-854.7pp | 519.73%-523.6pp |
| Employer contribution / active EE | $2,455 | $4,222-41.9% | $3,631-32.4% | $4,779-48.6% |
| Participant deferral / active EE | $7,837 | $4,682+67.4% | $4,082+92.0% | $5,609+39.7% |
| Admin fee / account holder | $4,384 | $6,674-34.3% | $5,478-20.0% | $10,827-59.5% |