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 | $137,984 | $97,757+41.2% | $83,848+64.6% | $135,375+1.9% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -4.70% | 1287.37%-1292.1pp | 850.88%-855.6pp | 519.73%-524.4pp |
| Employer contribution / active EE | $3,396 | $4,222-19.5% | $3,631-6.5% | $4,779-28.9% |
| Participant deferral / active EE | $12,213 | $4,682+160.8% | $4,082+199.2% | $5,609+117.8% |
| Admin fee / account holder | $37,102 | $6,674+455.9% | $5,478+577.3% | $10,827+242.7% |