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 | $212,629 | $99,640+113.4% | $86,436+146.0% | $134,475+58.1% |
| Participation rate | 77.8% | 82.0%-4.3pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -19.76% | 6782.58%-6802.3pp | 4394.89%-4414.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $5,904 | $4,400+34.2% | $3,769+56.7% | $4,740+24.6% |
| Participant deferral / active EE | $11,438 | $7,246+57.8% | $6,952+64.5% | $6,400+78.7% |
| Admin fee / account holder | $7,783 | $8,371-7.0% | $6,731+15.6% | $11,426-31.9% |