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 | $145,139 | $97,757+48.5% | $83,848+73.1% | $135,375+7.2% |
| Participation rate | 76.9% | 80.0%-3.0pp | 76.1%+0.8pp | 82.6%-5.7pp |
| Annual return | -7.14% | 1287.37%-1294.5pp | 850.88%-858.0pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,774 | $4,222-34.3% | $3,631-23.6% | $4,779-41.9% |
| Participant deferral / active EE | $7,225 | $4,682+54.3% | $4,082+77.0% | $5,609+28.8% |
| Admin fee / account holder | $789 | $6,674-88.2% | $5,478-85.6% | $10,827-92.7% |