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 | $155,510 | $97,757+59.1% | $83,848+85.5% | $135,375+14.9% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -6.22% | 1287.37%-1293.6pp | 850.88%-857.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,209 | $4,222-47.7% | $3,631-39.1% | $4,779-53.8% |
| Participant deferral / active EE | $2,842 | $4,682-39.3% | $4,082-30.4% | $5,609-49.3% |
| Admin fee / account holder | $418 | $6,674-93.7% | $5,478-92.4% | $10,827-96.1% |