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 | $209,230 | $97,757+114.0% | $83,848+149.5% | $135,375+54.6% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -7.92% | 1287.37%-1295.3pp | 850.88%-858.8pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,280 | $4,222-46.0% | $3,631-37.2% | $4,779-52.3% |
| Participant deferral / active EE | $10,882 | $4,682+132.4% | $4,082+166.6% | $5,609+94.0% |
| Admin fee / account holder | $3,717 | $6,674-44.3% | $5,478-32.2% | $10,827-65.7% |