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 | $219,280 | $190,805+14.9% | $159,960+37.1% | $134,475+63.1% |
| Participation rate | 90.9% | 81.9%+9.0pp | 78.0%+13.0pp | 81.2%+9.7pp |
| Annual return | -14.37% | 552.23%-566.6pp | 408.60%-423.0pp | 417.96%-432.3pp |
| Employer contribution / active EE | $2,529 | $4,995-49.4% | $4,226-40.2% | $4,740-46.6% |
| Participant deferral / active EE | $3,981 | $6,923-42.5% | $6,182-35.6% | $6,400-37.8% |
| Admin fee / account holder | $201,546 | $10,471+1824.7% | $8,698+2217.2% | $11,426+1663.9% |