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 | $193,053 | $97,757+97.5% | $83,848+130.2% | $135,375+42.6% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -2.40% | 1287.37%-1289.8pp | 850.88%-853.3pp | 519.73%-522.1pp |
| Employer contribution / active EE | $2,710 | $4,222-35.8% | $3,631-25.4% | $4,779-43.3% |
| Participant deferral / active EE | $6,293 | $4,682+34.4% | $4,082+54.2% | $5,609+12.2% |
| Admin fee / account holder | $70,389 | $6,674+954.7% | $5,478+1184.9% | $10,827+550.1% |