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 | $179,017 | $135,635+32.0% | $110,238+62.4% | $135,375+32.2% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -3.33% | 513.19%-516.5pp | 314.74%-318.1pp | 519.73%-523.1pp |
| Employer contribution / active EE | $3,195 | $4,906-34.9% | $3,826-16.5% | $4,779-33.1% |
| Participant deferral / active EE | $6,074 | $5,506+10.3% | $4,672+30.0% | $5,609+8.3% |
| Admin fee / account holder | $28,930 | $11,457+152.5% | $8,547+238.5% | $10,827+167.2% |