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 | $62,244 | $90,600-31.3% | $79,464-21.7% | $135,375-54.0% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -8.54% | 977.43%-986.0pp | 718.14%-726.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $3,426 | $3,068+11.7% | $2,800+22.3% | $4,779-28.3% |
| Participant deferral / active EE | $8,700 | $4,050+114.8% | $3,704+134.9% | $5,609+55.1% |
| Admin fee / account holder | $832 | $5,907-85.9% | $5,113-83.7% | $10,827-92.3% |