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 | $208,207 | $97,757+113.0% | $83,848+148.3% | $135,375+53.8% |
| Participation rate | 95.0% | 80.0%+15.0pp | 76.1%+18.9pp | 82.6%+12.4pp |
| Annual return | -7.54% | 1287.37%-1294.9pp | 850.88%-858.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $9,583 | $4,222+127.0% | $3,631+163.9% | $4,779+100.5% |
| Participant deferral / active EE | $9,358 | $4,682+99.9% | $4,082+129.3% | $5,609+66.8% |
| Admin fee / account holder | $6,846 | $6,674+2.6% | $5,478+25.0% | $10,827-36.8% |