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 | $237,891 | $95,971+147.9% | $74,550+219.1% | $135,375+75.7% |
| Participation rate | 78.3% | 75.7%+2.6pp | 69.1%+9.1pp | 82.6%-4.4pp |
| Annual return | -6.03% | 56.96%-63.0pp | 32.53%-38.6pp | 519.73%-525.8pp |
| Employer contribution / active EE | $5,320 | $2,716+95.9% | $1,961+171.3% | $4,779+11.3% |
| Participant deferral / active EE | $10,426 | $3,843+171.3% | $3,108+235.4% | $5,609+85.9% |
| Admin fee / account holder | $778 | $6,522-88.1% | $5,060-84.6% | $10,827-92.8% |