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 | $169,702 | $90,600+87.3% | $79,464+113.6% | $135,375+25.4% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -0.93% | 977.43%-978.4pp | 718.14%-719.1pp | 519.73%-520.7pp |
| Employer contribution / active EE | $3,748 | $3,068+22.2% | $2,800+33.8% | $4,779-21.6% |
| Participant deferral / active EE | $8,781 | $4,050+116.8% | $3,704+137.1% | $5,609+56.6% |
| Admin fee / account holder | $110,298 | $5,907+1767.3% | $5,113+2057.2% | $10,827+918.7% |