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 | $187,586 | $160,055+17.2% | $140,016+34.0% | $135,375+38.6% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.5%-5.7pp | 82.6%-0.8pp |
| Annual return | -5.03% | 911.38%-916.4pp | 651.12%-656.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $4,094 | $6,420-36.2% | $5,606-27.0% | $4,779-14.3% |
| Participant deferral / active EE | $7,332 | $7,642-4.0% | $6,927+5.8% | $5,609+30.7% |
| Admin fee / account holder | $141,084 | $13,328+958.6% | $10,705+1217.9% | $10,827+1203.1% |