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 | $222,209 | $138,065+60.9% | $123,544+79.9% | $135,375+64.1% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -3.10% | 153.68%-156.8pp | 119.20%-122.3pp | 519.73%-522.8pp |
| Employer contribution / active EE | $15,363 | $5,151+198.2% | $4,628+232.0% | $4,779+221.5% |
| Participant deferral / active EE | $16,363 | $6,799+140.7% | $6,426+154.7% | $5,609+191.7% |
| Admin fee / account holder | $68,932 | $10,916+531.5% | $9,284+642.5% | $10,827+536.7% |