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 | $195,626 | $97,757+100.1% | $83,848+133.3% | $135,375+44.5% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -7.16% | 1287.37%-1294.5pp | 850.88%-858.0pp | 519.73%-526.9pp |
| Employer contribution / active EE | $917 | $4,222-78.3% | $3,631-74.7% | $4,779-80.8% |
| Participant deferral / active EE | $4,559 | $4,682-2.6% | $4,082+11.7% | $5,609-18.7% |
| Admin fee / account holder | $2,148 | $6,674-67.8% | $5,478-60.8% | $10,827-80.2% |