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 | $44,925 | $97,757-54.0% | $83,848-46.4% | $135,375-66.8% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -5.33% | 1287.37%-1292.7pp | 850.88%-856.2pp | 519.73%-525.1pp |
| Employer contribution / active EE | $5,751 | $4,222+36.2% | $3,631+58.4% | $4,779+20.3% |
| Participant deferral / active EE | $9,024 | $4,682+92.7% | $4,082+121.1% | $5,609+60.9% |
| Admin fee / account holder | $515 | $6,674-92.3% | $5,478-90.6% | $10,827-95.2% |