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 | $143,974 | $97,757+47.3% | $83,848+71.7% | $135,375+6.4% |
| Participation rate | 70.6% | 80.0%-9.4pp | 76.1%-5.6pp | 82.6%-12.1pp |
| Annual return | -5.65% | 1287.37%-1293.0pp | 850.88%-856.5pp | 519.73%-525.4pp |
| Employer contribution / active EE | $10,064 | $4,222+138.4% | $3,631+177.2% | $4,779+110.6% |
| Participant deferral / active EE | $7,054 | $4,682+50.7% | $4,082+72.8% | $5,609+25.8% |
| Admin fee / account holder | $623 | $6,674-90.7% | $5,478-88.6% | $10,827-94.2% |