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 | $125,948 | $99,640+26.4% | $86,436+45.7% | $134,475-6.3% |
| Participation rate | 90.9% | 82.0%+8.9pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -17.25% | 6782.58%-6799.8pp | 4394.89%-4412.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $4,580 | $4,400+4.1% | $3,769+21.5% | $4,740-3.4% |
| Participant deferral / active EE | $9,570 | $7,246+32.1% | $6,952+37.7% | $6,400+49.5% |
| Admin fee / account holder | $2,258 | $8,371-73.0% | $6,731-66.5% | $11,426-80.2% |