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 | $171,960 | $97,757+75.9% | $83,848+105.1% | $135,375+27.0% |
| Participation rate | 73.7% | 80.0%-6.3pp | 76.1%-2.5pp | 82.6%-9.0pp |
| Annual return | -7.00% | 1287.37%-1294.4pp | 850.88%-857.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $3,736 | $4,222-11.5% | $3,631+2.9% | $4,779-21.8% |
| Participant deferral / active EE | $7,472 | $4,682+59.6% | $4,082+83.1% | $5,609+33.2% |
| Admin fee / account holder | $15,323 | $6,674+129.6% | $5,478+179.7% | $10,827+41.5% |