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 | $125,384 | $82,664+51.7% | $125,3390% | $68,494+83.1% |
| Participation rate | 98.5% | 75.0%+23.5pp | 82.4%+16.1pp | 67.9%+30.6pp |
| Annual return | -16.62% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $3,535 | $3,381+4.5% | $4,814-26.6% | $2,596+36.1% |
| Participant deferral / active EE | $10,040 | $6,110+64.3% | $7,446+34.8% | $4,027+149.3% |
| Admin fee / account holder | $6,475 | $6,275+3.2% | $10,010-35.3% | $5,403+19.8% |