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 | $118,349 | $97,757+21.1% | $83,848+41.1% | $135,375-12.6% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -6.29% | 1287.37%-1293.7pp | 850.88%-857.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,001 | $4,222-52.6% | $3,631-44.9% | $4,779-58.1% |
| Participant deferral / active EE | $3,827 | $4,682-18.3% | $4,082-6.2% | $5,609-31.8% |
| Admin fee / account holder | $11,044 | $6,674+65.5% | $5,478+101.6% | $10,827+2.0% |