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 | $85,898 | $97,757-12.1% | $83,848+2.4% | $135,375-36.5% |
| Participation rate | 84.2% | 80.0%+4.3pp | 76.1%+8.1pp | 82.6%+1.6pp |
| Annual return | -4.32% | 1287.37%-1291.7pp | 850.88%-855.2pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,105 | $4,222-50.1% | $3,631-42.0% | $4,779-55.9% |
| Participant deferral / active EE | $3,708 | $4,682-20.8% | $4,082-9.1% | $5,609-33.9% |
| Admin fee / account holder | $319 | $6,674-95.2% | $5,478-94.2% | $10,827-97.1% |