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 | $209,303 | $99,640+110.1% | $86,436+142.1% | $134,475+55.6% |
| Participation rate | 85.7% | 82.0%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -17.73% | 6782.58%-6800.3pp | 4394.89%-4412.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,815 | $4,400-36.0% | $3,769-25.3% | $4,740-40.6% |
| Participant deferral / active EE | $10,978 | $7,246+51.5% | $6,952+57.9% | $6,400+71.5% |
| Admin fee / account holder | $9,709 | $8,371+16.0% | $6,731+44.2% | $11,426-15.0% |