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 | $147,199 | $92,703+58.8% | $82,719+78.0% | $134,475+9.5% |
| Participation rate | 78.6% | 75.2%+3.4pp | 72.6%+6.0pp | 81.2%-2.7pp |
| Annual return | -3.62% | 944.92%-948.5pp | 701.18%-704.8pp | 417.96%-421.6pp |
| Employer contribution / active EE | $1,596 | $3,274-51.2% | $3,009-47.0% | $4,740-66.3% |
| Participant deferral / active EE | $3,134 | $4,802-34.7% | $4,395-28.7% | $6,400-51.0% |
| Admin fee / account holder | $1,163 | $5,983-80.6% | $5,329-78.2% | $11,426-89.8% |