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 | $223,749 | $84,695+164.2% | $73,843+203.0% | $125,391+78.4% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | -0.44% | 3123.53%-3124.0pp | 2267.84%-2268.3pp | 282.22%-282.7pp |
| Employer contribution / active EE | $7,337 | $3,123+134.9% | $2,787+163.2% | $4,866+50.8% |
| Participant deferral / active EE | $8,252 | $3,992+106.7% | $3,583+130.3% | $5,352+54.2% |
| Admin fee / account holder | $555 | $5,691-90.2% | $4,880-88.6% | $9,540-94.2% |