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 | $126,308 | $99,640+26.8% | $86,436+46.1% | $134,475-6.1% |
| Participation rate | 85.7% | 82.0%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -18.14% | 6782.58%-6800.7pp | 4394.89%-4413.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,131 | $4,400-51.6% | $3,769-43.5% | $4,740-55.0% |
| Participant deferral / active EE | $5,554 | $7,246-23.4% | $6,952-20.1% | $6,400-13.2% |
| Admin fee / account holder | $5,707 | $8,371-31.8% | $6,731-15.2% | $11,426-50.1% |