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 8-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 | $93,547 | $99,640-6.1% | $86,436+8.2% | $134,475-30.4% |
| Participation rate | 78.3% | 82.0%-3.8pp | 80.3%-2.1pp | 81.2%-3.0pp |
| Annual return | -17.61% | 6782.58%-6800.2pp | 4394.89%-4412.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,280 | $4,400-70.9% | $3,769-66.0% | $4,740-73.0% |
| Participant deferral / active EE | $7,667 | $7,246+5.8% | $6,952+10.3% | $6,400+19.8% |
| Admin fee / account holder | $2,542 | $8,371-69.6% | $6,731-62.2% | $11,426-77.8% |