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 | $143,619 | $90,600+58.5% | $79,464+80.7% | $135,375+6.1% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -2.09% | 977.43%-979.5pp | 718.14%-720.2pp | 519.73%-521.8pp |
| Employer contribution / active EE | $4,483 | $3,068+46.1% | $2,800+60.1% | $4,779-6.2% |
| Participant deferral / active EE | $12,523 | $4,050+209.2% | $3,704+238.1% | $5,609+123.3% |
| Admin fee / account holder | $31,730 | $5,907+437.2% | $5,113+520.6% | $10,827+193.1% |