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 | $119,303 | $168,632-29.3% | $147,614-19.2% | $125,391-4.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.31% | 77.65%-79.0pp | 61.98%-63.3pp | 282.22%-283.5pp |
| Employer contribution / active EE | $8,684 | $6,252+38.9% | $5,564+56.1% | $4,866+78.5% |
| Participant deferral / active EE | $4,905 | $5,507-10.9% | $4,895+0.2% | $5,352-8.3% |
| Admin fee / account holder | $18,651 | $13,580+37.3% | $11,611+60.6% | $9,540+95.5% |