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 | $151,527 | $97,757+55.0% | $83,848+80.7% | $135,375+11.9% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -0.75% | 1287.37%-1288.1pp | 850.88%-851.6pp | 519.73%-520.5pp |
| Employer contribution / active EE | $2,644 | $4,222-37.4% | $3,631-27.2% | $4,779-44.7% |
| Participant deferral / active EE | $6,801 | $4,682+45.3% | $4,082+66.6% | $5,609+21.3% |
| Admin fee / account holder | $1,146 | $6,674-82.8% | $5,478-79.1% | $10,827-89.4% |