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 | $95,606 | $97,757-2.2% | $83,848+14.0% | $135,375-29.4% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -5.99% | 1287.37%-1293.4pp | 850.88%-856.9pp | 519.73%-525.7pp |
| Employer contribution / active EE | $11,017 | $4,222+161.0% | $3,631+203.4% | $4,779+130.5% |
| Participant deferral / active EE | $8,319 | $4,682+77.7% | $4,082+103.8% | $5,609+48.3% |
| Admin fee / account holder | $1,941 | $6,674-70.9% | $5,478-64.6% | $10,827-82.1% |