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 | $243,603 | $106,543+128.6% | $91,220+167.0% | $134,475+81.2% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -16.73% | 160.60%-177.3pp | 114.01%-130.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $5,033 | $3,331+51.1% | $2,850+76.6% | $4,740+6.2% |
| Participant deferral / active EE | $12,910 | $4,719+173.6% | $4,234+204.9% | $6,400+101.7% |
| Admin fee / account holder | $25,898 | $6,231+315.6% | $5,420+377.8% | $11,426+126.7% |