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 | $94,636 | $97,757-3.2% | $83,848+12.9% | $135,375-30.1% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -9.12% | 1287.37%-1296.5pp | 850.88%-860.0pp | 519.73%-528.9pp |
| Employer contribution / active EE | $3,685 | $4,222-12.7% | $3,631+1.5% | $4,779-22.9% |
| Participant deferral / active EE | $7,466 | $4,682+59.5% | $4,082+82.9% | $5,609+33.1% |
| Admin fee / account holder | $3,616 | $6,674-45.8% | $5,478-34.0% | $10,827-66.6% |