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 | $217,769 | $138,065+57.7% | $123,544+76.3% | $135,375+60.9% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -0.16% | 153.68%-153.8pp | 119.20%-119.4pp | 519.73%-519.9pp |
| Employer contribution / active EE | $2,334 | $5,151-54.7% | $4,628-49.6% | $4,779-51.2% |
| Participant deferral / active EE | $12,607 | $6,799+85.4% | $6,426+96.2% | $5,609+124.8% |
| Admin fee / account holder | $21,528 | $10,916+97.2% | $9,284+131.9% | $10,827+98.8% |