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 | $117,484 | $99,640+17.9% | $86,436+35.9% | $134,475-12.6% |
| Participation rate | 78.6% | 82.0%-3.5pp | 80.3%-1.8pp | 81.2%-2.7pp |
| Annual return | -19.42% | 6782.58%-6802.0pp | 4394.89%-4414.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,524 | $4,400-65.4% | $3,769-59.6% | $4,740-67.8% |
| Participant deferral / active EE | $6,904 | $7,246-4.7% | $6,952-0.7% | $6,400+7.9% |
| Admin fee / account holder | $5,037 | $8,371-39.8% | $6,731-25.2% | $11,426-55.9% |