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 | $148,016 | $135,635+9.1% | $110,238+34.3% | $135,375+9.3% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -1.70% | 513.19%-514.9pp | 314.74%-316.4pp | 519.73%-521.4pp |
| Employer contribution / active EE | $2,948 | $4,906-39.9% | $3,826-22.9% | $4,779-38.3% |
| Participant deferral / active EE | $3,949 | $5,506-28.3% | $4,672-15.5% | $5,609-29.6% |
| Admin fee / account holder | $51,765 | $11,457+351.8% | $8,547+505.6% | $10,827+378.1% |