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 | $238,797 | $138,065+73.0% | $123,544+93.3% | $135,375+76.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.83% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,603 | $5,151-49.5% | $4,628-43.7% | $4,779-45.5% |
| Participant deferral / active EE | $12,149 | $6,799+78.7% | $6,426+89.1% | $5,609+116.6% |
| Admin fee / account holder | $571 | $10,916-94.8% | $9,284-93.8% | $10,827-94.7% |