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 | $115,971 | $97,757+18.6% | $83,848+38.3% | $135,375-14.3% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -8.87% | 1287.37%-1296.2pp | 850.88%-859.7pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,862 | $4,222-55.9% | $3,631-48.7% | $4,779-61.0% |
| Participant deferral / active EE | $5,750 | $4,682+22.8% | $4,082+40.9% | $5,609+2.5% |
| Admin fee / account holder | $858 | $6,674-87.1% | $5,478-84.3% | $10,827-92.1% |