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 | $195,212 | $135,635+43.9% | $110,238+77.1% | $135,375+44.2% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.8%-2.0pp | 82.6%-4.9pp |
| Annual return | -7.46% | 513.19%-520.6pp | 314.74%-322.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,415 | $4,906-50.8% | $3,826-36.9% | $4,779-49.5% |
| Participant deferral / active EE | $6,231 | $5,506+13.2% | $4,672+33.4% | $5,609+11.1% |
| Admin fee / account holder | $12,960 | $11,457+13.1% | $8,547+51.6% | $10,827+19.7% |