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 | $211,893 | $135,635+56.2% | $110,238+92.2% | $135,375+56.5% |
| Participation rate | 72.2% | 83.5%-11.2pp | 79.8%-7.6pp | 82.6%-10.4pp |
| Annual return | -4.19% | 513.19%-517.4pp | 314.74%-318.9pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,208 | $4,906-75.4% | $3,826-68.4% | $4,779-74.7% |
| Participant deferral / active EE | $4,030 | $5,506-26.8% | $4,672-13.7% | $5,609-28.1% |
| Admin fee / account holder | $89,079 | $11,457+677.5% | $8,547+942.2% | $10,827+722.7% |