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 | $119,585 | $99,640+20.0% | $86,436+38.4% | $134,475-11.1% |
| Participation rate | 81.8% | 82.0%-0.2pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -15.79% | 6782.58%-6798.4pp | 4394.89%-4410.7pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,188 | $4,400-27.6% | $3,769-15.4% | $4,740-32.7% |
| Participant deferral / active EE | $7,969 | $7,246+10.0% | $6,952+14.6% | $6,400+24.5% |
| Admin fee / account holder | $14,911 | $8,371+78.1% | $6,731+121.5% | $11,426+30.5% |