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 | $190,779 | $90,600+110.6% | $79,464+140.1% | $135,375+40.9% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -4.74% | 977.43%-982.2pp | 718.14%-722.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,340 | $3,068-23.7% | $2,800-16.4% | $4,779-51.0% |
| Participant deferral / active EE | $4,063 | $4,050+0.3% | $3,704+9.7% | $5,609-27.6% |
| Admin fee / account holder | $872 | $5,907-85.2% | $5,113-82.9% | $10,827-91.9% |