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 | $88,660 | $97,757-9.3% | $83,848+5.7% | $135,375-34.5% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | -5.19% | 1287.37%-1292.6pp | 850.88%-856.1pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,052 | $4,222-51.4% | $3,631-43.5% | $4,779-57.1% |
| Participant deferral / active EE | $4,955 | $4,682+5.8% | $4,082+21.4% | $5,609-11.7% |
| Admin fee / account holder | $23,518 | $6,674+252.4% | $5,478+329.3% | $10,827+117.2% |