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 | $189,346 | $88,594+113.7% | $70,092+170.1% | $134,475+40.8% |
| Participation rate | 76.9% | 74.9%+2.0pp | 70.5%+6.4pp | 81.2%-4.3pp |
| Annual return | -14.51% | 442.67%-457.2pp | 190.73%-205.2pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,057 | $3,233-67.3% | $2,559-58.7% | $4,740-77.7% |
| Participant deferral / active EE | $1,994 | $4,772-58.2% | $3,849-48.2% | $6,400-68.8% |
| Admin fee / account holder | $4,779 | $10,441-54.2% | $6,267-23.7% | $11,426-58.2% |