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 | $108,496 | $84,695+28.1% | $73,843+46.9% | $125,391-13.5% |
| Participation rate | 78.3% | 76.8%+1.5pp | 73.4%+4.8pp | 83.2%-4.9pp |
| Annual return | -1.02% | 3123.53%-3124.5pp | 2267.84%-2268.9pp | 282.22%-283.2pp |
| Employer contribution / active EE | $2,852 | $3,123-8.7% | $2,787+2.3% | $4,866-41.4% |
| Participant deferral / active EE | $5,998 | $3,992+50.2% | $3,583+67.4% | $5,352+12.1% |
| Admin fee / account holder | $1,773 | $5,691-68.9% | $4,880-63.7% | $9,540-81.4% |