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 | $108,946 | $97,757+11.4% | $83,848+29.9% | $135,375-19.5% |
| Participation rate | 73.3% | 80.0%-6.6pp | 76.1%-2.8pp | 82.6%-9.3pp |
| Annual return | -5.13% | 1287.37%-1292.5pp | 850.88%-856.0pp | 519.73%-524.9pp |
| Employer contribution / active EE | $8,994 | $4,222+113.1% | $3,631+147.7% | $4,779+88.2% |
| Participant deferral / active EE | $5,917 | $4,682+26.4% | $4,082+45.0% | $5,609+5.5% |
| Admin fee / account holder | $2,041 | $6,674-69.4% | $5,478-62.7% | $10,827-81.1% |