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 | $198,509 | $180,449+10.0% | $154,107+28.8% | $135,375+46.6% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -3.93% | 888.09%-892.0pp | 735.12%-739.0pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,553 | $6,035-74.3% | $5,298-70.7% | $4,779-67.5% |
| Participant deferral / active EE | $4,381 | $5,806-24.5% | $5,081-13.8% | $5,609-21.9% |
| Admin fee / account holder | $34,980 | $16,143+116.7% | $13,411+160.8% | $10,827+223.1% |