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 | $34,341 | $97,757-64.9% | $83,848-59.0% | $135,375-74.6% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -5.38% | 1287.37%-1292.7pp | 850.88%-856.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,405 | $4,222-66.7% | $3,631-61.3% | $4,779-70.6% |
| Participant deferral / active EE | $6,752 | $4,682+44.2% | $4,082+65.4% | $5,609+20.4% |
| Admin fee / account holder | $530 | $6,674-92.1% | $5,478-90.3% | $10,827-95.1% |