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 | $221,084 | $138,044+60.2% | $125,339+76.4% | $134,475+64.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -5.37% | 750.33%-755.7pp | 572.05%-577.4pp | 417.96%-423.3pp |
| Employer contribution / active EE | $3,961 | $5,243-24.5% | $4,814-17.7% | $4,740-16.4% |
| Participant deferral / active EE | $12,842 | $7,799+64.7% | $7,446+72.5% | $6,400+100.7% |
| Admin fee / account holder | $117,933 | $11,571+919.2% | $10,010+1078.2% | $11,426+932.2% |