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 | $87,139 | $90,600-3.8% | $79,464+9.7% | $135,375-35.6% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -4.70% | 977.43%-982.1pp | 718.14%-722.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,600 | $3,068-15.3% | $2,800-7.2% | $4,779-45.6% |
| Participant deferral / active EE | $5,289 | $4,050+30.6% | $3,704+42.8% | $5,609-5.7% |
| Admin fee / account holder | $16,143 | $5,907+173.3% | $5,113+215.7% | $10,827+49.1% |