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 | $205,891 | $97,757+110.6% | $83,848+145.6% | $135,375+52.1% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -5.12% | 1287.37%-1292.5pp | 850.88%-856.0pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,746 | $4,222-58.7% | $3,631-51.9% | $4,779-63.5% |
| Participant deferral / active EE | $7,029 | $4,682+50.1% | $4,082+72.2% | $5,609+25.3% |
| Admin fee / account holder | $1,367 | $6,674-79.5% | $5,478-75.0% | $10,827-87.4% |