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 | $154,390 | $97,757+57.9% | $83,848+84.1% | $135,375+14.0% |
| Participation rate | 73.7% | 80.0%-6.3pp | 76.1%-2.5pp | 82.6%-9.0pp |
| Annual return | -3.93% | 1287.37%-1291.3pp | 850.88%-854.8pp | 519.73%-523.7pp |
| Employer contribution / active EE | $2,503 | $4,222-40.7% | $3,631-31.1% | $4,779-47.6% |
| Participant deferral / active EE | $7,837 | $4,682+67.4% | $4,082+92.0% | $5,609+39.7% |
| Admin fee / account holder | $6,982 | $6,674+4.6% | $5,478+27.5% | $10,827-35.5% |