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 | $102,502 | $97,757+4.9% | $83,848+22.2% | $135,375-24.3% |
| Participation rate | 70.6% | 80.0%-9.4pp | 76.1%-5.6pp | 82.6%-12.1pp |
| Annual return | -5.77% | 1287.37%-1293.1pp | 850.88%-856.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $4,867 | $4,222+15.3% | $3,631+34.1% | $4,779+1.9% |
| Participant deferral / active EE | $6,881 | $4,682+47.0% | $4,082+68.6% | $5,609+22.7% |
| Admin fee / account holder | $542 | $6,674-91.9% | $5,478-90.1% | $10,827-95.0% |