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 | $82,025 | $99,640-17.7% | $86,436-5.1% | $134,475-39.0% |
| Participation rate | 88.9% | 82.0%+6.8pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -7.14% | 6782.58%-6789.7pp | 4394.89%-4402.0pp | 417.96%-425.1pp |
| Employer contribution / active EE | $2,622 | $4,400-40.4% | $3,769-30.4% | $4,740-44.7% |
| Participant deferral / active EE | $9,370 | $7,246+29.3% | $6,952+34.8% | $6,400+46.4% |
| Admin fee / account holder | $5,935 | $8,371-29.1% | $6,731-11.8% | $11,426-48.1% |