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 | $91,166 | $97,757-6.7% | $83,848+8.7% | $135,375-32.7% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | -6.36% | 1287.37%-1293.7pp | 850.88%-857.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,284 | $4,222-45.9% | $3,631-37.1% | $4,779-52.2% |
| Participant deferral / active EE | $6,319 | $4,682+35.0% | $4,082+54.8% | $5,609+12.7% |
| Admin fee / account holder | $2,994 | $6,674-55.1% | $5,478-45.4% | $10,827-72.4% |