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 | $148,298 | $99,640+48.8% | $86,436+71.6% | $134,475+10.3% |
| Participation rate | 70.6% | 82.0%-11.5pp | 80.3%-9.7pp | 81.2%-10.6pp |
| Annual return | -18.29% | 6782.58%-6800.9pp | 4394.89%-4413.2pp | 417.96%-436.3pp |
| Employer contribution / active EE | $5,032 | $4,400+14.4% | $3,769+33.5% | $4,740+6.2% |
| Participant deferral / active EE | $11,199 | $7,246+54.5% | $6,952+61.1% | $6,400+75.0% |
| Admin fee / account holder | $17,762 | $8,371+112.2% | $6,731+163.9% | $11,426+55.5% |