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 | $107,440 | $97,757+9.9% | $83,848+28.1% | $135,375-20.6% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -8.99% | 1287.37%-1296.4pp | 850.88%-859.9pp | 519.73%-528.7pp |
| Employer contribution / active EE | $1,910 | $4,222-54.8% | $3,631-47.4% | $4,779-60.0% |
| Participant deferral / active EE | $3,079 | $4,682-34.2% | $4,082-24.6% | $5,609-45.1% |
| Admin fee / account holder | $335 | $6,674-95.0% | $5,478-93.9% | $10,827-96.9% |