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 | $109,620 | $97,757+12.1% | $83,848+30.7% | $135,375-19.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.16% | 1287.37%-1291.5pp | 850.88%-855.0pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,920 | $4,222-30.8% | $3,631-19.6% | $4,779-38.9% |
| Participant deferral / active EE | $6,496 | $4,682+38.7% | $4,082+59.2% | $5,609+15.8% |
| Admin fee / account holder | $6,768 | $6,674+1.4% | $5,478+23.5% | $10,827-37.5% |