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 | $223,221 | $135,635+64.6% | $110,238+102.5% | $135,375+64.9% |
| Participation rate | 73.3% | 83.5%-10.1pp | 79.8%-6.5pp | 82.6%-9.3pp |
| Annual return | -0.13% | 513.19%-513.3pp | 314.74%-314.9pp | 519.73%-519.9pp |
| Employer contribution / active EE | $14,248 | $4,906+190.4% | $3,826+272.4% | $4,779+198.2% |
| Participant deferral / active EE | $10,315 | $5,506+87.3% | $4,672+120.8% | $5,609+83.9% |
| Admin fee / account holder | $4,409 | $11,457-61.5% | $8,547-48.4% | $10,827-59.3% |