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 | $115,205 | $90,600+27.2% | $79,464+45.0% | $135,375-14.9% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -4.35% | 977.43%-981.8pp | 718.14%-722.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,516 | $3,068-50.6% | $2,800-45.9% | $4,779-68.3% |
| Participant deferral / active EE | $3,535 | $4,050-12.7% | $3,704-4.6% | $5,609-37.0% |
| Admin fee / account holder | $6,186 | $5,907+4.7% | $5,113+21.0% | $10,827-42.9% |