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 | $128,500 | $97,757+31.4% | $83,848+53.3% | $135,375-5.1% |
| Participation rate | 95.5% | 80.0%+15.5pp | 76.1%+19.3pp | 82.6%+12.8pp |
| Annual return | -4.79% | 1287.37%-1292.2pp | 850.88%-855.7pp | 519.73%-524.5pp |
| Employer contribution / active EE | $9,399 | $4,222+122.6% | $3,631+158.9% | $4,779+96.7% |
| Participant deferral / active EE | $3,617 | $4,682-22.8% | $4,082-11.4% | $5,609-35.5% |
| Admin fee / account holder | $9,482 | $6,674+42.1% | $5,478+73.1% | $10,827-12.4% |