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 | $211,210 | $97,757+116.1% | $83,848+151.9% | $135,375+56.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.66% | 1287.37%-1293.0pp | 850.88%-856.5pp | 519.73%-525.4pp |
| Employer contribution / active EE | $5,496 | $4,222+30.2% | $3,631+51.4% | $4,779+15.0% |
| Participant deferral / active EE | $8,486 | $4,682+81.2% | $4,082+107.9% | $5,609+51.3% |
| Admin fee / account holder | $1,513 | $6,674-77.3% | $5,478-72.4% | $10,827-86.0% |