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 | $186,315 | $135,635+37.4% | $110,238+69.0% | $135,375+37.6% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.8%+13.9pp | 82.6%+11.1pp |
| Annual return | -3.56% | 513.19%-516.7pp | 314.74%-318.3pp | 519.73%-523.3pp |
| Employer contribution / active EE | $4,298 | $4,906-12.4% | $3,826+12.3% | $4,779-10.1% |
| Participant deferral / active EE | $7,350 | $5,506+33.5% | $4,672+57.3% | $5,609+31.1% |
| Admin fee / account holder | $1,700 | $11,457-85.2% | $8,547-80.1% | $10,827-84.3% |