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 | $146,963 | $90,600+62.2% | $79,464+84.9% | $135,375+8.6% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -5.50% | 977.43%-982.9pp | 718.14%-723.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $3,004 | $3,068-2.1% | $2,800+7.3% | $4,779-37.1% |
| Participant deferral / active EE | $6,137 | $4,050+51.5% | $3,704+65.7% | $5,609+9.4% |
| Admin fee / account holder | $827 | $5,907-86.0% | $5,113-83.8% | $10,827-92.4% |