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 | $115,009 | $97,757+17.6% | $83,848+37.2% | $135,375-15.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.48% | 1287.37%-1289.9pp | 850.88%-853.4pp | 519.73%-522.2pp |
| Employer contribution / active EE | $749 | $4,222-82.3% | $3,631-79.4% | $4,779-84.3% |
| Participant deferral / active EE | $1,248 | $4,682-73.3% | $4,082-69.4% | $5,609-77.7% |
| Admin fee / account holder | $472 | $6,674-92.9% | $5,478-91.4% | $10,827-95.6% |