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 | $123,330 | $97,757+26.2% | $83,848+47.1% | $135,375-8.9% |
| Participation rate | 82.4% | 80.0%+2.4pp | 76.1%+6.2pp | 82.6%-0.3pp |
| Annual return | -9.61% | 1287.37%-1297.0pp | 850.88%-860.5pp | 519.73%-529.3pp |
| Employer contribution / active EE | $6,987 | $4,222+65.5% | $3,631+92.4% | $4,779+46.2% |
| Participant deferral / active EE | $5,180 | $4,682+10.6% | $4,082+26.9% | $5,609-7.7% |
| Admin fee / account holder | $2,193 | $6,674-67.1% | $5,478-60.0% | $10,827-79.7% |