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 | $102,795 | $84,695+21.4% | $73,843+39.2% | $125,391-18.0% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | -0.84% | 3123.53%-3124.4pp | 2267.84%-2268.7pp | 282.22%-283.1pp |
| Employer contribution / active EE | $2,555 | $3,123-18.2% | $2,787-8.3% | $4,866-47.5% |
| Participant deferral / active EE | $5,958 | $3,992+49.2% | $3,583+66.3% | $5,352+11.3% |
| Admin fee / account holder | $970 | $5,691-83.0% | $4,880-80.1% | $9,540-89.8% |