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 | $83,826 | $97,757-14.3% | $83,8480% | $135,375-38.1% |
| Participation rate | 93.3% | 80.0%+13.4pp | 76.1%+17.2pp | 82.6%+10.7pp |
| Annual return | -6.37% | 1287.37%-1293.7pp | 850.88%-857.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,519 | $4,222-40.3% | $3,631-30.6% | $4,779-47.3% |
| Participant deferral / active EE | $4,244 | $4,682-9.4% | $4,082+4.0% | $5,609-24.3% |
| Admin fee / account holder | $13,135 | $6,674+96.8% | $5,478+139.8% | $10,827+21.3% |