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 | $126,535 | $97,757+29.4% | $83,848+50.9% | $135,375-6.5% |
| Participation rate | 93.3% | 80.0%+13.4pp | 76.1%+17.2pp | 82.6%+10.7pp |
| Annual return | -6.26% | 1287.37%-1293.6pp | 850.88%-857.1pp | 519.73%-526.0pp |
| Employer contribution / active EE | $800 | $4,222-81.0% | $3,631-78.0% | $4,779-83.3% |
| Participant deferral / active EE | $4,405 | $4,682-5.9% | $4,082+7.9% | $5,609-21.5% |
| Admin fee / account holder | $1,984 | $6,674-70.3% | $5,478-63.8% | $10,827-81.7% |