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 | $50,274 | $97,757-48.6% | $83,848-40.0% | $135,375-62.9% |
| Participation rate | 90.5% | 80.0%+10.5pp | 76.1%+14.3pp | 82.6%+7.8pp |
| Annual return | -7.87% | 1287.37%-1295.2pp | 850.88%-858.7pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,522 | $4,222-40.3% | $3,631-30.5% | $4,779-47.2% |
| Participant deferral / active EE | $5,868 | $4,682+25.3% | $4,082+43.8% | $5,609+4.6% |
| Admin fee / account holder | $965 | $6,674-85.5% | $5,478-82.4% | $10,827-91.1% |