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 | $187,915 | $97,757+92.2% | $83,848+124.1% | $135,375+38.8% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -7.16% | 1287.37%-1294.5pp | 850.88%-858.0pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,582 | $4,222-62.5% | $3,631-56.4% | $4,779-66.9% |
| Participant deferral / active EE | $10,382 | $4,682+121.7% | $4,082+154.4% | $5,609+85.1% |
| Admin fee / account holder | $462 | $6,674-93.1% | $5,478-91.6% | $10,827-95.7% |