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 | $159,198 | $97,757+62.9% | $83,848+89.9% | $135,375+17.6% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -4.77% | 1287.37%-1292.1pp | 850.88%-855.6pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,681 | $4,222-60.2% | $3,631-53.7% | $4,779-64.8% |
| Participant deferral / active EE | $3,464 | $4,682-26.0% | $4,082-15.1% | $5,609-38.2% |
| Admin fee / account holder | $1,581 | $6,674-76.3% | $5,478-71.1% | $10,827-85.4% |