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 | $80,106 | $97,757-18.1% | $83,848-4.5% | $135,375-40.8% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -6.73% | 1287.37%-1294.1pp | 850.88%-857.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $7,677 | $4,222+81.9% | $3,631+111.5% | $4,779+60.7% |
| Participant deferral / active EE | $3,865 | $4,682-17.4% | $4,082-5.3% | $5,609-31.1% |
| Admin fee / account holder | $978 | $6,674-85.3% | $5,478-82.1% | $10,827-91.0% |