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 | $174,437 | $97,757+78.4% | $83,848+108.0% | $135,375+28.9% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -6.94% | 1287.37%-1294.3pp | 850.88%-857.8pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,967 | $4,222-53.4% | $3,631-45.8% | $4,779-58.8% |
| Participant deferral / active EE | $7,487 | $4,682+59.9% | $4,082+83.4% | $5,609+33.5% |
| Admin fee / account holder | $1,893 | $6,674-71.6% | $5,478-65.5% | $10,827-82.5% |