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 | $190,556 | $97,757+94.9% | $83,848+127.3% | $135,375+40.8% |
| Participation rate | 78.9% | 80.0%-1.0pp | 76.1%+2.8pp | 82.6%-3.7pp |
| Annual return | -7.20% | 1287.37%-1294.6pp | 850.88%-858.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,878 | $4,222-31.8% | $3,631-20.7% | $4,779-39.8% |
| Participant deferral / active EE | $6,163 | $4,682+31.6% | $4,082+51.0% | $5,609+9.9% |
| Admin fee / account holder | $7,324 | $6,674+9.7% | $5,478+33.7% | $10,827-32.4% |