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 | $224,535 | $138,065+62.6% | $123,544+81.7% | $135,375+65.9% |
| Participation rate | 95.7% | 84.7%+10.9pp | 82.3%+13.4pp | 82.6%+13.0pp |
| Annual return | -4.05% | 153.68%-157.7pp | 119.20%-123.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $21,525 | $5,151+317.8% | $4,628+365.1% | $4,779+350.4% |
| Participant deferral / active EE | $9,403 | $6,799+38.3% | $6,426+46.3% | $5,609+67.7% |
| Admin fee / account holder | $43,735 | $10,916+300.7% | $9,284+371.1% | $10,827+303.9% |