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 | $74,543 | $84,695-12.0% | $73,843+0.9% | $125,391-40.6% |
| Participation rate | 85.0% | 76.8%+8.2pp | 73.4%+11.6pp | 83.2%+1.8pp |
| Annual return | -1.96% | 3123.53%-3125.5pp | 2267.84%-2269.8pp | 282.22%-284.2pp |
| Employer contribution / active EE | $1,186 | $3,123-62.0% | $2,787-57.4% | $4,866-75.6% |
| Participant deferral / active EE | $2,900 | $3,992-27.4% | $3,583-19.1% | $5,352-45.8% |
| Admin fee / account holder | $821 | $5,691-85.6% | $4,880-83.2% | $9,540-91.4% |