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 | $92,860 | $97,757-5.0% | $83,848+10.7% | $135,375-31.4% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -1.04% | 1287.37%-1288.4pp | 850.88%-851.9pp | 519.73%-520.8pp |
| Employer contribution / active EE | $3,060 | $4,222-27.5% | $3,631-15.7% | $4,779-36.0% |
| Participant deferral / active EE | $8,339 | $4,682+78.1% | $4,082+104.3% | $5,609+48.7% |
| Admin fee / account holder | $366,223 | $6,674+5387.4% | $5,478+6585.1% | $10,827+3282.5% |