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 | $187,133 | $88,594+111.2% | $70,092+167.0% | $134,475+39.2% |
| Participation rate | 81.3% | 74.9%+6.3pp | 70.5%+10.8pp | 81.2%0pp |
| Annual return | -10.24% | 442.67%-452.9pp | 190.73%-201.0pp | 417.96%-428.2pp |
| Employer contribution / active EE | $3,720 | $3,233+15.1% | $2,559+45.4% | $4,740-21.5% |
| Participant deferral / active EE | $12,345 | $4,772+158.7% | $3,849+220.8% | $6,400+92.9% |
| Admin fee / account holder | $10,330 | $10,441-1.1% | $6,267+64.8% | $11,426-9.6% |