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 | $120,420 | $82,630+45.7% | $64,105+87.8% | $125,391-4.0% |
| Participation rate | 80.0% | 75.9%+4.1pp | 68.2%+11.8pp | 83.2%-3.2pp |
| Annual return | -0.73% | 1489.72%-1490.5pp | 791.24%-792.0pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,579 | $2,671-40.9% | $1,820-13.3% | $4,866-67.6% |
| Participant deferral / active EE | $4,706 | $3,608+30.4% | $2,822+66.8% | $5,352-12.1% |
| Admin fee / account holder | $363 | $6,382-94.3% | $4,499-91.9% | $9,540-96.2% |