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 | $115,859 | $99,640+16.3% | $86,436+34.0% | $134,475-13.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -15.29% | 6782.58%-6797.9pp | 4394.89%-4410.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,866 | $4,400-34.9% | $3,769-23.9% | $4,740-39.5% |
| Participant deferral / active EE | $8,419 | $7,246+16.2% | $6,952+21.1% | $6,400+31.6% |
| Admin fee / account holder | $4,222 | $8,371-49.6% | $6,731-37.3% | $11,426-63.0% |