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 | $189,101 | $90,600+108.7% | $79,464+138.0% | $135,375+39.7% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -5.75% | 977.43%-983.2pp | 718.14%-723.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $5,475 | $3,068+78.5% | $2,800+95.5% | $4,779+14.6% |
| Participant deferral / active EE | $14,828 | $4,050+266.1% | $3,704+300.3% | $5,609+164.4% |
| Admin fee / account holder | $4,707 | $5,907-20.3% | $5,113-7.9% | $10,827-56.5% |