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 | $221,708 | $99,640+122.5% | $86,436+156.5% | $134,475+64.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -14.48% | 6782.58%-6797.1pp | 4394.89%-4409.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $3,165 | $4,400-28.1% | $3,769-16.0% | $4,740-33.2% |
| Participant deferral / active EE | $10,722 | $7,246+48.0% | $6,952+54.2% | $6,400+67.5% |
| Admin fee / account holder | $43,746 | $8,371+422.6% | $6,731+549.9% | $11,426+282.9% |