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 | $108,357 | $97,757+10.8% | $83,848+29.2% | $135,375-20.0% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -9.16% | 1287.37%-1296.5pp | 850.88%-860.0pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,782 | $4,222-57.8% | $3,631-50.9% | $4,779-62.7% |
| Participant deferral / active EE | $5,660 | $4,682+20.9% | $4,082+38.7% | $5,609+0.9% |
| Admin fee / account holder | $538 | $6,674-91.9% | $5,478-90.2% | $10,827-95.0% |