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 | $188,113 | $90,600+107.6% | $79,464+136.7% | $135,375+39.0% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -5.22% | 977.43%-982.7pp | 718.14%-723.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,257 | $3,068-26.4% | $2,800-19.4% | $4,779-52.8% |
| Participant deferral / active EE | $8,970 | $4,050+121.5% | $3,704+142.2% | $5,609+59.9% |
| Admin fee / account holder | $2,884 | $5,907-51.2% | $5,113-43.6% | $10,827-73.4% |