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 | $210,091 | $135,635+54.9% | $110,238+90.6% | $135,375+55.2% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -6.77% | 513.19%-520.0pp | 314.74%-321.5pp | 519.73%-526.5pp |
| Employer contribution / active EE | $5,220 | $4,906+6.4% | $3,826+36.4% | $4,779+9.2% |
| Participant deferral / active EE | $12,341 | $5,506+124.1% | $4,672+164.2% | $5,609+120.0% |
| Admin fee / account holder | $461 | $11,457-96.0% | $8,547-94.6% | $10,827-95.7% |