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 | $206,539 | $92,703+122.8% | $82,719+149.7% | $134,475+53.6% |
| Participation rate | 78.6% | 75.2%+3.4pp | 72.6%+6.0pp | 81.2%-2.7pp |
| Annual return | -15.22% | 944.92%-960.1pp | 701.18%-716.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $4,040 | $3,274+23.4% | $3,009+34.3% | $4,740-14.8% |
| Participant deferral / active EE | $8,428 | $4,802+75.5% | $4,395+91.8% | $6,400+31.7% |
| Admin fee / account holder | $2,518 | $5,983-57.9% | $5,329-52.7% | $11,426-78.0% |