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 | $165,510 | $99,640+66.1% | $86,436+91.5% | $134,475+23.1% |
| Participation rate | 93.3% | 82.0%+11.3pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -16.82% | 6782.58%-6799.4pp | 4394.89%-4411.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,764 | $4,400-59.9% | $3,769-53.2% | $4,740-62.8% |
| Participant deferral / active EE | $4,871 | $7,246-32.8% | $6,952-29.9% | $6,400-23.9% |
| Admin fee / account holder | $30,614 | $8,371+265.7% | $6,731+354.8% | $11,426+167.9% |