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 | $237,278 | $138,065+71.9% | $123,544+92.1% | $135,375+75.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.04% | 153.68%-158.7pp | 119.20%-124.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $4,067 | $5,151-21.1% | $4,628-12.1% | $4,779-14.9% |
| Participant deferral / active EE | $11,561 | $6,799+70.0% | $6,426+79.9% | $5,609+106.1% |
| Admin fee / account holder | $69,873 | $10,916+540.1% | $9,284+652.6% | $10,827+545.4% |