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 | $94,825 | $97,757-3.0% | $83,848+13.1% | $135,375-30.0% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -7.07% | 1287.37%-1294.4pp | 850.88%-857.9pp | 519.73%-526.8pp |
| Employer contribution / active EE | $7,350 | $4,222+74.1% | $3,631+102.4% | $4,779+53.8% |
| Participant deferral / active EE | $3,460 | $4,682-26.1% | $4,082-15.2% | $5,609-38.3% |
| Admin fee / account holder | $1,448 | $6,674-78.3% | $5,478-73.6% | $10,827-86.6% |