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 | $122,707 | $97,757+25.5% | $83,848+46.3% | $135,375-9.4% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -6.52% | 1287.37%-1293.9pp | 850.88%-857.4pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,856 | $4,222-8.7% | $3,631+6.2% | $4,779-19.3% |
| Participant deferral / active EE | $10,342 | $4,682+120.9% | $4,082+153.4% | $5,609+84.4% |
| Admin fee / account holder | $873 | $6,674-86.9% | $5,478-84.1% | $10,827-91.9% |