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 | $117,922 | $90,600+30.2% | $79,464+48.4% | $135,375-12.9% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -3.50% | 977.43%-980.9pp | 718.14%-721.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $3,460 | $3,068+12.8% | $2,800+23.5% | $4,779-27.6% |
| Participant deferral / active EE | $5,868 | $4,050+44.9% | $3,704+58.4% | $5,609+4.6% |
| Admin fee / account holder | $533 | $5,907-91.0% | $5,113-89.6% | $10,827-95.1% |