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 | $163,871 | $90,600+80.9% | $79,464+106.2% | $135,375+21.0% |
| Participation rate | 72.7% | 76.0%-3.3pp | 73.3%-0.6pp | 82.6%-9.9pp |
| Annual return | -6.36% | 977.43%-983.8pp | 718.14%-724.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,684 | $3,068-45.1% | $2,800-39.9% | $4,779-64.8% |
| Participant deferral / active EE | $3,720 | $4,050-8.2% | $3,704+0.4% | $5,609-33.7% |
| Admin fee / account holder | $16,526 | $5,907+179.8% | $5,113+223.2% | $10,827+52.6% |