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 | $228,915 | $133,958+70.9% | $112,228+104.0% | $134,475+70.2% |
| Participation rate | 78.6% | 78.6%0pp | 75.1%+3.5pp | 81.2%-2.7pp |
| Annual return | -9.19% | 47.11%-56.3pp | 27.45%-36.6pp | 417.96%-427.2pp |
| Employer contribution / active EE | $13,543 | $4,038+235.4% | $3,635+272.6% | $4,740+185.7% |
| Participant deferral / active EE | $4,692 | $5,291-11.3% | $4,728-0.8% | $6,400-26.7% |
| Admin fee / account holder | $12,818 | $7,489+71.2% | $6,410+100.0% | $11,426+12.2% |