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 | $91,506 | $99,640-8.2% | $86,436+5.9% | $134,475-32.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -16.65% | 6782.58%-6799.2pp | 4394.89%-4411.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,311 | $4,400-47.5% | $3,769-38.7% | $4,740-51.2% |
| Participant deferral / active EE | $6,400 | $7,246-11.7% | $6,952-7.9% | $6,4000% |
| Admin fee / account holder | $1,058 | $8,371-87.4% | $6,731-84.3% | $11,426-90.7% |